HNW IFA - South East - Redhill


Job Reference 286
Package 25-50k basic + car allowance + pension + bonus : OTE 45-90k+
Location Redhill
Contact Peter Sutherland [peter@wrltd.co.uk / 01494 488 600]

Details
Established Financial Advisers required to join one of the countries most successful National IFA companies. Dealing with A&B customers you will be providing advice on the full range of products with particular attention to IHT, Long Term Care & Investment Planning. The South East region is where this company started and where they have the strongest name awareness and brand loyalty amongst clients and introducers. This is the top performing region in the country and despite only having 35 RI's, their production alone in 2003 puts them in the top 30 nationally of IFA companies with £6.5 million in fee & commission income and £1.75 million in profit. Unlike the rest of the country, the SE Region has over 9000 unallocated HNW clients and as such, there is no specific requirement for you to have an existing client bank.

The company sits on the Solicitors & Accountancy panel and have a good source of professional introducers. In addition to this there is a wide range of sales support and expertise to fall back on.

The company firmly believes in Financial Advice rather than product sales - and as such you will need to have evidence of achievement with a holistic approach.

The main office is in Bracknell - although the company is fully geared towards field-based consultants and you have the option of working from the offices if you are within commuting distance.

REQUIREMENTS:
-> Full FPC or CeFA
-> A minimum of 2 years Regulated Sales experience

PACKAGE:
This company is one of the few to provide a Renewal Buy-Out scheme. The package consists of the following:
-> Basic £25,000 - £50,000 (depending on experience, qualifications & clients)
-> Quarterly Bonus
-> Car Allowance (approx £5k depending on grade) + expenses
-> 10% non-contributory GPP
-> PHI
-> DIS
-> Renewal Buyout scheme
-> State of the art Laptop and all home-office technology (regardless of whether you are home of office based)
-> Sales support (normally 1 PA / Paraplanner for every 4 consultants. Where a consultant produces more than £200k then they will get their own PA)


General Eligibility Note:
Financial Services is a highly regulated industry and most Financial Adviser, Mortgage Adviser and Sales Manager jobs require applicants to have the relevant qualifications and FSA authorisations. Financial Advisors / Consultants all require the Full FPC (Financial Planning Certificate) and CAS (Competent Adviser Status). Most Mortgage Advice roles require CeMAP or MAQ along with RMA Status (Registered Mortgage Adviser). Please ensure that you have any of the essential items stated in the advert copy before applying as we are generally unable to help unqualified applicants



Apply or Request Further Information -
Address
Westminster House
11 Ash Close
Walters Ash
Buckinghamshire
UK
HP14 4TR
Email
website@wrltd.co.uk
Register your details online
Click HERE to register with us.
East Anglia, East Midlands, the North & Scotland
Phone: 0161 408 0055
Fax: 0870 762 0381
Request Callback
Click HERE to request a callback from us.
Wales, West Midlands & the South
Phone: 0207 617 7399
Fax: 0870 762 0384

Click HERE to return to the previous page

Click HERE to start a new search all of our vacancies