Financial Adviser/ IFA based in Woking: This is a fully Employed Position offering a basic salary of £40,000 plus with bonuses taking the OTE to £100k+
Jigsaw Recruitment are working with a well known and respected name within the Financial Services sector. Our client is looking to recruit experienced Financial Adviser who can join their ever growing team of Advisers, this role will be working from their office in Woking.
Previous Financial Planning Experience, either from an IFA, Bancassurance or Tied Financial Adviser background – You will also need experience working with corporate customers for this position
Working as a Financial Adviser (IFA) you will be required to give first class Financial Advice to both new and existing corporate customers. This will be done in a professional and proactive manor which meets or exceeds budgeted revenues. Candidates will adhere to compliance with corporate values as communicated by and agreed with the Branch Head
Full client support, research and Paraplanning service is provided to ensure more emphasis on Advice and less on administrative duties.
Successful Candidates will have:
Experience Financial Adviser or Bancassurance Adviser with a Minimum Diploma level 4 qualification
Current Competent Adviser Status with experience of giving ‘full’ and ‘ongoing’ advice
Excellent industry and product knowledge
Existing contacts and clients in this marketplace would be of advantage to you
The Ability to build very ‘strong’ customer relationships – regular reviews etc
Excellent communication skills both written and verbal
Salary Information:Basic Salary of £40,000 with an OTE of £100,000 plus
Benefits Package: Basic salary with bonus scheme, Mileage allowance, 23+ days holiday and the opportunity to increase with service years, Private Medical Insurance, Company Pension scheme and 4 x death in service