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Highly successful and prestigious financial planning practice linked to a chartered accountancy firm requires an experienced self employed financial planner to join the very established team. This is an absolutely superb opportunity for the right individual to take their career to the highest level working in the HNW fee based.
Being a forward thinking and experienced advisor you will be used to generating and closing business from existing and potential clients by developing and maintaining the organisation's client base whilst continuing to expand your portfolio through networking, referrals and business relationships.
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Highly successful and prestigious financial planning practice linked to a chartered accountancy firm requires an experienced self employed financial planner to join the very established team.
Being a forward thinking and experienced advisor you will be used to generating and closing business from existing and potential clients by developing and maintaining the organisation's client base whilst continuing to expand your portfolio through networking, referrals and business relationships.
* Professional client centric individuals who have the desire to embrace change. * First class financial planning skills and a proven track record of target achievement. * To have at least £2m of assets under management.
Fantastic opportunity for suitably qualified Financial Advisers offering significant earnings potential via a guaranteed continual stream of qualified sales opportunities. You will also receive excellent back office support using state of the art business processing technology.
Optimise operational efficiency, effectiveness and improve customer service; Drive acceptance of and adherence to an agreed operational change approach; Promote the company as a trusted partner of change for the.
As an Account Manager, you will be responsible to profitably grow and develop new and existing Corporate Pensions business by encouraging increased participation and contribution levels by employees and developing relationships and interactions with intermediaries, employers and employees.
The business mix is bias towards investments over pensions but experience within both is essential. You will be CAS status, professionally minded and ready for a new challenge with an RDR ready fee based IFA.
The role of the National Sales Manager is to be responsible for leading, managing and developing the ambitious New Business sales team, selling financial payment solutions to large businesses.
The advisor that they seek will be provided with full marketing support, high quality leads generated via their professional introducers and full technical back office support to include a paraplanner. The organisation takes great pride in the service that they deliver to clients and are therefore keen to recruit a highly polished advisor who focuses on best advice for clients at all times.
The successful candidate will ideally have some trail to bring with them but this is not essential and a proven track record in developing new business and consistent billing is more important.
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