JID: 301
Job Detail:

IFA Wealth Manager

Salary: £30,000.00 to £50,000.00 OTE 

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Vacancy Description

 

Our Client is a large National Wealth Management IFA with regional offices across the

UK. They offer award winning technology, full paraplanning and administrative support, FSA fees and PI covered, your clients remain your own throughout the period. The offering is fully RDR compliant.

The company, whilst commission only, is truly market leading and you will retain at least 80% of gross revenue. A transitional package is available for the right applicants.

This would suit those in IFA networks, Bank Assurers and those who are directly regulated.

Must haves

2 years minimum experience as an IFA or tied agent

Revenues of £50k per annum minimum

Portfolio of clients 

Current CAS CF30 status

 

Quality, consistency and the sustainable profitability of client portfolios are key objectives for IFAs. Our client firmly believes that the national IFA model we provide is the best route to achieve those objectives and deliver optimum efficiency and profitability for advisers. Our key aims are:

• To help IFAs grow their individual businesses and increase sustainable income
• To add value to IFA\'s customer relationship management, ensuring their clients receive current, relevant and comprehensive solutions for their financial needs
• To work with the FSA nationally on behalf of advisers to ensure compliant, best practice working across our client

In order to meet these aims, our client offers its advisers a range of services designed to enhance, simplify, and streamline sales and customer relationship management systems

Vacancy Details:

Benefits:  Company Laptop

Reporting To:  Regional Director

 

Country: United Kingdom
Region: Whole Country
Salary up to: £50000
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JID: 277
Job Detail:

Our client, a very well respected Investment IFA based in Nottingham, is seeking a top quality IFA/Financial Adviser to join their team.

 

You will be able to benefit from superb back office support with ALL leads provided. You will receive an excellent commission rate of 40% rising to 60% (if self generated lead/referral). Our client is also keen to hear from any adviser who currently holds full FPC/CeFA or equivalent who may not be currently offering Investment advice but who would be willing to re-train to become an Investment Specialist.

 

For further information about this exciting role, please apply below.

 

Upon application, you will receive a confirmation email from us along with details of our clients website address etc.

Country: United Kingdom
Region: Nottinghamshire
Salary up to: £0
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JID: 263
Job Detail:

Our Client

Part of a large and financially secure organisation and one of the largest Independent Financial Advisory firms in the UK, is currently seeking professional and experienced Independent Financial Advisers (IFA) and exceptional Mortgage Advisers.

 

Committed to their Independent status, our client is the ideal home for quality IFAs who want to work in a self employed environment yet still benefit from the comprehensive support services and lead generation activity they offer.

 

Our client has Independent Financial Advisers (IFA) located throughout the UK but with their large existing client bank and new lead generation opportunities they now need to strengthen the team even further by appointing more high quality Independent Financial Advisers.

Ideal Candidate

In order to be considered for these positions, you must be an experienced and fully qualified IFA or Mortgage Adviser capable of producing in excess of £80,000 of fees/commissions and would benefit from a supportive environment with genuine career prospects.

 

The Benefits

You will benefit from :-

·          Un-paralleled lead generation and marketing (only available for IFAs)

- 10,896 Leads generated in 2008

- 8,093 Appointments booked for advisers in 2008

- over 350 client seminars or surgeries held in 2008

·          Guaranteed level of new appointments made for you

·          Weekly commission payments (Including fund based trail)

·          Innovative technology Systems / Intelligent Office

·          Mature and supportive team environment

·          Industry leading capital building and exit package

·          Opportunities to grow your own Business / Practice

·          Heavily discounted PI Cover

·          Discounted rates for AIFA and AMI membership

·          Incentive Awards

·          Compliance Support

·          One of the most efficient recruitment processes in the industry, ensuring minimal down time

·          Transfer of existing trail commissions without undue fuss

 

 Plus many, many other benefits associated with being part of a large Financial Group.

In Summary

Our Client offers a unique opportunity to IFAs who meet their demanding selection criteria. You can enjoy the freedom and flexibility of working from your own home – and the independence and significant tax advantages of retaining self-employed status. Yet still benefit from being part of a large, supportive and successful organisation

 

So, if you wish to apply for this position, please submit your CV to us today. Upon receipt, one of our specialist Financial Services recruitment consultants will contact you with further details, website address and information pack.

Moorejobs Ltd. are a specialist Financial Services recruitment company. Set up and run by experienced Financial Services personnel, so we understand this industry. We are working with some of the largest financial organisations in the UK and we are happy to receive applications from all FPC and CeMap/CF (or equivalent) qualified candidates. All applications will be held in the strictest confidence. Email us your CV today and one of our Recruitment Consultants will contact you as soon as possible. Any salary quoted may be negotiable and/or reflect an OTE. Vacancies change almost daily. Whilst Moorejobs Ltd. tries to ensure its systems are up to date, we cannot be held responsible for the accuracy or availability of our client’s vacancies. Please enquire for full details.

 

 

Country: United Kingdom
Region: London, West Midlands, Scotland, Wales, Whole Country, Manchester, Merseyside, Oxfordshire, Hertfordshire, Norfolk, Kent, Surrey, Cornwall, Devon, Somerset, Buckinghamshire, Suffolk, Essex, Bedfordshire, Middlesex, Lancashire, Hampshire, West Sussex, East Sussex, Staffordshire, Warwickshire, Northamptonshire, Gloucestershire, Yorkshire, Wiltshire, Derbyshire, Cheshire, Sussex, Dorset, Berkshire, Herefordshire, Cambridgeshire, Lincolnshire, Leicestershire, Worcestershire, Northern Ireland, Avon, Cumbria, Durham, Huntingdonshire, Northumberland, Nottinghamshire, Rutland, Shropshire, Isle of Man, Isle of White
Salary up to: £60000
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JID: 259
Job Detail:

Financial & Mortgage Advisers urgently wanted.

Our Client

One of the largest IFA firms in the world! is currently seeking fully qualified and experienced Mortgage Adviser’s, Financial Adviser’s and IFA’s to start immediately. Our client has over 350 expert Financial Advisers in more than 40 countries with more than 40,000 Clients in 109 countries and in excess of $7 billion of funds under administration and management. They are now expanding their operation into the UK and are opening their first office in Heathrow.

 

Ideal Candidate

This is an exciting role which would suit a fully qualified and experienced Advisers who would like to be part of an expanding Worldwide IFA firm. You should also be maintaining CAS, be PC literate, have an excellent understanding of the Residential Mortgage market and Mortgage sourcing tools.

 

The Benefits

This is a Self Employed position with average OTE in excess of £50,000 per annum. Average remortgage case would produce commissions of £1,500 net of all fees. Pre-booked and pre-qualified appointments are available for any adviser not having their own client bank to work from and extra commissions are also available via an extensive off-shore product range and an IFA introduction scheme.

 

In Summary

This is a great opportunity to join a very large, International IFA firm and to maximise your time spent with each client, so if you would like to know more and you live within commuter distance of Heathrow, please submit your CV to us today. Interviews start July 1st 2008.

Moorejobs Ltd. are a specialist Financial Services recruitment company. Set up and run by experienced Financial Services personnel, so we understand this industry. We are working with some of the largest financial organisations in the UK and we are happy to receive applications from all FPC and CeMap/CF (or equivalent) qualified candidates. All applications will be held in the strictest confidence. Email us your CV today and one of our Recruitment Consultants will contact you as soon as possible. Any salary quoted may be negotiable and/or reflect an OTE. Vacancies change almost daily. Whilst Moorejobs Ltd. tries to ensure its systems are up to date, we cannot be held responsible for the accuracy or availability of our client’s vacancies. Please enquire for full details.

Country: United Kingdom
Region: London, Oxfordshire, Hertfordshire, Kent, Surrey, Buckinghamshire, Essex, Bedfordshire, Middlesex, Hampshire, West Sussex, East Sussex, Northamptonshire, Gloucestershire, Sussex, Berkshire, Huntingdonshire
Salary up to: £50000
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JID: 254
Job Detail:

Administrator/PA required in Barnes/London.

 

Our Client

Is part of one of the largest Independent Financial Advisory firms in the UK, He is currently seeking a professional and experienced Administrator to assist with the processing of Lump Sum investment, Tax Planning, Mortgage and Life business in addition to the general day to day running of the office etc. Detailed knowledge of these is not required.

Ideal Candidate

In order to be considered for these positions, you must be an experienced administrator (preferably within the Financial Services industry) and you must be able to work without supervision.

 

The Benefits

You will benefit from a basic salary of £20,000 - £22,000 dependent upon experience etc.

In Summary

So, if you wish to apply for this position, please submit your CV to us today. Upon receipt, one of our specialist Financial Services recruitment consultants will contact you with further details.

Moorejobs Ltd. are a specialist Financial Services recruitment company. Set up and run by experienced Financial Services personnel, so we understand this industry. We are working with some of the largest financial organisations in the UK and we are happy to receive applications from all FPC and CeMap/CF (or equivalent) qualified candidates. All applications will be held in the strictest confidence. Email us your CV today and one of our Recruitment Consultants will contact you as soon as possible. Any salary quoted may be negotiable and/or reflect an OTE. Vacancies change almost daily. Whilst Moorejobs Ltd. tries to ensure its systems are up to date, we cannot be held responsible for the accuracy or availability of our client’s vacancies. Please enquire for full details.

 

 

Country: United Kingdom
Region: London
Salary up to: £20000
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