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DATE ADDED: Wed 02/10/2019

Independent Financial Adviser

Peterborough, UK

JOB TYPE: Permanent

Are you looking to be part of an IFA respected for continually improving their client proposition?

The Company

Our client company is a leading Independent Financial Adviser and Discretionary Wealth Management firm. This firm provide their clients a complete range of services to ensure they receive holistic financial planning and wealth management. Regularly featuring in the industry press on how they continually look to improve their client proposition and reduce costs for clients.

Independent Financial Adviser - clients and opportunities

Both new and existing Independent Financial Advisers within their team benefit from the array of initiatives they have in place to help generate new clients / business opportunities. It will vary on a case-by-case basis, but will typically include:

* Existing clients being available for you to takeover the servicing

* Being connected to their strong network of introducers in your local area to create new leads

* Coaching from social media experts on how to promote your personal brand

* Discounts with one of the UK's leading websites designed for individuals to connect with local Independent Financial Advisers

Client proposition

Due to their economies of scale, clients have a maximum charge of 1% AMC with no additional charges on top for platforms or Investment Manager costs.

Back office support

Their Independent Financial Advisers are back by a significant team of support staff, with specialists in every aspect of the back-office support role! As the research, report writing, client investment management reviews are all uplifted from you, you will have more time to spend with clients.

Training and Development

They will assist their Financial Advisers with in-house training programmes and support towards becoming a Chartered Financial Planner, should you desire.

Requirements to be considered - Independent Financial Adviser

You should be a Level 4 Diploma qualified Financial Adviser with current experience in financial planning. In addition, you should have a proven track record in being able to convert business opportunities.


* Highly attractive salaries for diploma qualified Financial Advisers with enhanced salaries for Chartered qualified Financial Advisers

* Plus, IFA's will receive car allowance, holiday pay, phone, laptop etc.

* Once established, OTE of £100,000 - £130,000+ pa

* Spending more time with your clients and less time on admin

* Operate without sales targets and league tables

* Immediate or future buy-out option available for retiring Independent Financial Advisers looking to leave their clients in the best possible hands


They have key hotspot areas whereby they can provide some leads / clients are:

* Bedford

* Birmingham

* Chesterfield

* Colchester

* Gloucester

* Hull

* Northampton

* Peterborough

* Stevenage

All areas in the UK will be considered for Advisers that can generate £60k+ from existing clients / networking referrals.

Liability and Disclaimer

Whilst FM TOP JOBS UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by FM TOP JOBS UK or any loss or damage which may arise out of any person relying on or using any information.

Required Qualifications/Criteria
Role: Independent Financial Adviser
Job Type: Permanent
Location: Peterborough, Cambridgeshire,

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