Job details
Please mention HCMH0810001SFIFA when enquiring about this vacancy or use the form below.info@morgan-harvey.co.uk
| INDEPENDENT FINANCIAL ADVISOR - vacancy filled | |
| SOUTH EAST
UNSALARIED HCMH0810001SFIFA permanent position |
My client is an established independent financial consultancy (IFA), specialising in the provision of high quality financial advice across the whole financial planning spectrum, from investments for income or growth, tax planning and Inheritance Tax mitigation, equity release schemes and mortgages to long-term care funding, retirement planning, family and business protection, corporate finance, long-term saving and school fees planning. They offer their consultants the advantages of providing clients with fully independent financial advice (IFA), whilst enjoying a package of benefits usually associated with only the very best sales organisations. They attract experienced industry professionals who wish to benefit from an opportunity to influence and shape their future within a dynamic, forward-looking company. If you are an independent financial advisor (IFA) or are presently tied to an organisation and are considering a move to self employed status, then this is an opportunity not to be missed. • Job Profile • Independent Financial Advisor (IFA) – Predominantly working in the high-net-worth, professionals & corporate markets • Self employed • Home based • Some leads provided • High commission rates: 70% – 80% of gross commission paid to consultant • Renewals & trail fees paid at same rates • Practice-buy-out scheme • Equity participation scheme • Full post-sale administration support • Comprehensive IT package supplied at no additional cost to consultant – Aequos, Exchange, O&M Pensions, Mortgage Brain, report writing software, etc. • High quality CII Diploma (RDR) based training if desired • Overseas conventions with partners • Generous transference package • Candidate Profile: • Minimum Qualifications: Full FPC & Competent Advisor Status (CAS) held within last three years • Experience: tied financial advisor or independent financial advisor (IFA) – life, pensions, investment & mortgages (or specialist) • Client Bank: Must have existing established own client bank • Current Business Levels: Minimum gross production of £80,000 p.a. during last two years, or minimum salary of £30,000 • Living within a 70 mile radius of London |
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