Financial Adviser / IFA

Website JigsawRec Jigsaw Recruitment

National Firm of Independent Financial Advisers are currently recruiting for a Diploma Qualified Financial Adviser who has a good all round industry knowledge, fully employed role with competitive Basic salary and ote of £120,000+

Independent Financial Adviser / IFA – Up To £50,000 Basic Salary with on target earnings of £75,000 to £120,000 plus – Cambridge, Cambridgeshire

Jigsaw Recruitment are pleased to be working with an Award Winning, National Firm of Independent Financial Advisers who are looking to Employ a Diploma Qualified, Financial Adviser / IFA to join their growing team of based in Cambridge.

This is an Employed position where all Leads and support are provided by the client for you to build and grow

The Role

The successful candidate will be Providing Independent Financial Advice to both new and Existing customers, these customers are professional High Net Worth clients who require the best possible service in a compliant and competent manner and at a time that fits into their busy work schedule.

The role holder will be responsible for the planning of their daily diary to make sure they are working towards achieving and exceeding set business targets. All leads will be provided with the Marketing and PR team also arranging conferences, events and open evenings to help build lasting relationships with your clients.

Candidate Requirements:

  • Fully Diploma Qualified (Chartered Status preferred but not essential)
  • Previously experience of working as an IFA with a track record of achieving sales targets
  • CAS Status (or very recent)
  • Presentable with Excellent Communications Skills, both Written and Verbal
  • Ability to manage your work/diary to maintain the set business targets
  • The Drive and Ambition to deliver
  • Clear Credit & Criminal history etc
  • Bancassurance candidates will be acceptable if they are currently exceeding all of their set targets (Proof Required)

Further Information: This is a fantastic opportunity for an experienced Financial Adviser / IFA to work with a leading industry name that offers full support and lead generation. Access is given to a large client base of high net worth clients for you to work with. The company has an excellent Marketing and PR team who assist their Adviser with Setting up events and Conferences with the aim of increasing brand awareness and overall business. There is a Para-planning service than can be used and support to help advisers gain Chartered Status if it is not already held

Salary: In return this Fantastic position is offering a basic salary up o £50,000 with an OTE of £75,000 to £120,000k plus

Benefits Include: No Commission Cap, Monthly Paid Bonuses, Phone, Expenses, PHI, Excellent Commission Rates

For more information on this vacancy please contact Gavin Meakings at Jigsaw Recruitment or sent a cv to gavin@jigsawrecruitment.co.uk

Job Description

  • Job Salary (Min): £75,000

    Job Salary (Max): £120,000

    Location: Cambridge, Cambridgeshire

    Type: Full Time

    Category: Financial Services

  • Apply for this role

    You can upload your CV online


    You can apply to this job and others using your online resume. Click the link below to submit your online resume and email your application to this employer.

    Upload your CV/resume or any other relevant file. Max. file size: 2 MB.

    Share Social Media