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IFA - Sunderland
21 02 2012

My Client is currently looking for an experienced IFA to join their business in Sunderland. Based in their Sunderland office you will provide a full independent financial planning service to the practices HNW clients. THE ROLE AND CANDIDATE • You will be an ambitious and experienced IFA with high earning potential. Your hands on approach, coupled with your ability to encourage and motivate others will underpin your drive to build new and existing business with clients, securing strong relationships at all levels. • Demonstrable record of high sales success • Proven knowledge of FSA regulations and all codes relevant to the business to ensure compliance at all times • Ability to identify and manage sales opportunities through an understanding of products, funds, markets and relevant financial instruments • A commitment to professional development and the drive to work towards professional qualifications as required. • Knowledge of and capability to proactively communicate with team and clients • Independent, forward thinking and influential individual that can demonstrate a hands on approach • Ability to generate business from new and existing clients and to develop and maintain strong relationships • SIPP and SSAS background desirable • Pension transfers, scheme servicing experience • Client generation through accountancy sources • Demonstrate extensive knowledge of advanced financial planning. • Dealt extensively with private clients • Attend adviser conferences and team meetings to share and exchange views and drive forward best practice and innovation within our services portfolio Suitable candidates for this role will have a successful track record over a period of time with high levels of fee and commission income. Candidates will ideally be Diploma qualified or working towards this, and have the desire to achieve Chartered Financial Planner status. A transferable client bank is not essential for the successful candidate. This is a fantastic opportunity with a great basic salary, commission structure and benefit package. For more information please contact Graeme Hyland on 07896 933 622 or email This e-mail address is being protected from spam bots, you need JavaScript enabled to view it view www.idexrecruitment.com for further Insurance opportunities. If your application is successful we will contact you to discuss the opportunity in more detail, within 48 hours of receiving your application. Due to the overwhelming application response we receive through various sources should you not hear from us within one week then please assume your application has been unsuccessful.

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source: http://jobs.ftadviser.com/job-detail.aspx?id=101239
 

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