Job Description
🌟 Job Opportunity: Servicing IFA
📍 Location: Surrey
🔍 Bryn McMillan Consulting Vacancy Ref: H3511FABMC
💰 Remuneration: Basic: Up to £40,000 (Dependent upon experience) OTE: £100,000 – £150,000
📌 Overview: A rare opportunity awaits an experienced level 4 diploma qualified Financial Advisor or Wealth Advisor or Independent Financial Adviser (IFA) to join our client, a directly authorized and established independently owned financial planning firm.
🚀 Main Duties: As an IFA working alongside a team of wealth advisors and the administrative team, you’ll engage the existing loyal client database. Conduct in-depth analysis of pensions and investment arrangements, providing suitable and regulated advice. The role involves offering reviews of current financial situations, obtaining referrals, and ensuring the best advice for the client base.
📊 Key Responsibilities:
- Contact existing untapped client base for financial reviews.
- Offer advice on pensions, including transfers, consolidation, and new business.
- Provide guidance on investments.
- Manage clients with up to £50,000 funds under management.
- Ensure client satisfaction through excellent service and advice.
🌐 Remote Working: Enjoy the flexibility of remote working to cater to clients in Surrey and London, with unlimited access to the existing client base.
🔑 Key Skills:
- Previous experience in wealth advice is essential.
- Level 4 diploma qualification is a prerequisite.
- Proactive approach with experience in client communication.
- Clean credit history, no criminal convictions, and a valid driving license.
📈 Summary: Seize this outstanding opportunity as an experienced Financial Adviser or Wealth Advisor or IFA to join a well-established directly authorized firm. Enjoy a competitive basic salary, access to a substantial client base spanning nearly 20 years, and administrative support in Surrey.
📞 Contact: Bryn McMillan Managing Director Bryn McMillan Consulting
📱 Call: 02039272625 ✉️ Email CV: bm@brynmcmillanconsulting.co.uk 🔗 Register: Here