FINANCIAL ADVISOR

Recruiter
Anonymous
Location
Canterbury
Salary
65000.00 - 100000.00 GBP Annual + GBP65000 - GBP100000/annum
Posted
16 Mar 2017
Closes
13 Apr 2017
Category
Accounting
Contract Type
Permanent
Hours
Full Time
Are you an experienced Financial Advisor specialising in the Doctors & Dentist market and looking for an independent offering with more autonomy?

The Company

This directly authorised firm specialises in providing independent financial planning and wealth management services to Doctors & Dentists. They are keen to continue growing their team of IFA's from 21 whilst maintaining their very low turnover of staff rate.

Clients and business opportunities

2 - 3 seminars per month will be arranged for you to discuss investment & pension advice with invited attendees including Senior Doctors, Anaesthetists, Dentists and other Senior Medical staff which generally has proven to result in at least 6 - 8 business cases per month. The seminars provide an excellent lead source plus can utilise your skills and knowledge to assist clients.

Support

With a team of 11 support staff, they are able to assist their Independent Financial Advisers with processing applications, chasing underwriters and preparing the core suitability letters for you to top and tail. They use excellent IFA software which has an available helpdesk, plus compliance support provided from their supervisors.

Requirements to be considered

Ideally you should have experience of providing first class financial planning to Doctors / HNW clients or been used to speaking at seminars. You should have some of your own clients or introducers to assist in growing your portfolio of clients.

Benefits

OTE of GBP65,000 - GBP100,000+
Majority of their team are generating between GBP100k - GBP300k gross.
Excellent commission rates with additional bonuses upon achieving milestones; plus, equity participation after 5 years.
Upon writing GBP100k gross, bonus paid plus enhance commission to 70%
Debtable draw facility available
Locations

Nationwide vacancies with hotspots in Coventry, Nottingham, and South East

Liability and Disclaimer

The information contained in our advert including any salary or on target earnings information are given in good faith and FM TOP JOBS Ltd uses all reasonable efforts to ensure that it is accurate. However, FM TOP JOBS Ltd gives no representation or warranty in respect of such information and all such representations and warranties, whether express or implied, are excluded. No liability is accepted by FM TOP JOBS Ltd for any loss or damage which may arise out of any person relying on or using any information within this advert.

Required Qualifications/Criteria
Expectations: Either experience of providing financial advice to doctors / dentists
Or experience of providing advice at seminars to teachers etc