Self Employed IFA opportunity with Leads, Support, Marketing and Paraplanning.
£120,000+ OTE Northwest / Cheshire

An exclusive opening with an independent wealth management business who can help take your career & earnings to the next level.

If you are considering a move, make sure you speak with Amy Harris at Integro Partners who is a specialist consultant supporting Wealth Management professionals
 
We are working with an exceptional Financial Planning company who can offer the right support and guidance to help you maximise earnings and build your network. This is a Financial Advisor / IFA opportunity that is perfect for someone who is ambitious, hungry to be successful and also build an outstanding network and reputation for themselves. For the right Financial Advisor, this will be the platform that takes your career to the next level and you can look forward to a very successful future with the support provided.    As a Financial Advisor you will be responsible for advice to customers on Pensions, Savings and Investments, Tax Planning, Retirement Planning.    Financial Advisor Requirements

  • 2 Year’s experience as a Financial Advisor / IFA / Wealth Manager
  • You must have experience of giving strategic and compliant advice for customers on their Pensions, Investments, Tax Planning and Retirements plans.
  • Experience in self-generating your own business, but also taking on new leads and existing clients to build relationships and trust quickly.
  • You must have a customer focused approach to your work

   What is on offer?

  • Strategic Support to help you grow your network – Business Planning, Marketing and Social Media, Mentoring.
  • Paraplanning / Admin Support
  • Huge earnings - £120,000+ OTE Uncapped
  • Become part of an ambitious and experienced Business
  • Existing client bank – Leads can be provided
  • Referrals for Mortgage & Protection Leads passed to Mortgage Team
  • No restrictions to advice you give
  • All compliance support provided

Key words IFA / Independent Financial Advisor / Financial Advisor / Wealth Manager / Wealth Planner / Wealth Management / Pensions Advisor / Pensions Specialist / Chartered Financial Advisor / Chartered Financial Planner / Financial Planning / Strategic Financial Advice / Strategic Financial Planning    If you are considering a new role and want to discuss further. Please apply to this role or give Amy Harris a call to discuss options – 

07480538201

Amy@integro.partners 
Amy Harris – Supporting IFA’s and Financial Advisors across the UK