IFA

Nationwide

Ref. No 3958

IFA’s Kent, London (north and south east) Cambridgeshire Lincolnshire, Lancashire/Cumbria Leads provided through affinity connections.

My client specialises in the provision of pre-retirement redundancy and mid career programmes through the workplace, working extensively for the public sector and other major employers throughout the UK and overseas.

The role will focus on providing seminars to the company’s clients and then providing all aspects of financial planning advice with a particular focus on pre-retirement planning.

These are prime regions for the company with a large amount of case work to deal with and the conversion rate is very high. The role is self-employed with an enhanced rate available for self-generated clients. For the right candidate the opportunities are immense.

You must have a minimum of 3 years direct or IFA investment sales experience with ideally knowledge of platforms, research tools and portfolio planning. You must have a proven track record of personal production and be able to show a degree of client loyalty. You should be used to working from home and show progression with the diploma in financial planning.

Ref: 3958

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