Ifa - Independent Financial Advisor - Surrey, United Kingdom - NRG Resourcing Ltd

Tom O´Connor

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Tom O´Connor

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Description

Are you an experienced Independent financial advisor with your own client book?

Are you looking for a self employed role with an exceptional commission split?

Work from home or use the offices based in Reigate or Bristol

You'll be joining an exceptional team of self-employed independent financial advisers that work at this successful finance brokerage

About the Finance brokerage


This Financial Brokerage provides independent financial advice to retail and business clients, often encompassing both a client's personal and business finances.


They take a holistic approach realising, as much from their own personal lives as those of their clients, that life at home and life at work are usually inextricably linked.


Embedded within the company at all levels is the understanding that a client invests trust in an advisor, they know it's a privilege to be asked and a responsibility that should be taken with the up most care.


The Finance brokerage culture


The team are down to earth, caring, approachable, dedicated to their client's financial journey, ensuring that they can provide the best possible service year on year for their long-standing client base.


Your knowledge and experience will be truly valued, the team are trusted to implement the ideas they bring forward and are recognised and rewarded for the effort they put in to making a positive impact in the company.


They genuinely enjoy spending time with each other and have close-knit friendly work environment, they enjoy trips to London throughout the year, office bake off competitions in the office and evening out together.


The Self-Employed IFA Role


As you know, being an outstanding Financial Advisor means you're an expert in building trust with your clients, truly understanding their current financial circumstances and future goals, delivering expert tailored advice which leads to long lasting relationships.


You'll generate new business, have commercial awareness and exceptional knowledge of legislation and products, and be joining a team of twelve self-employed financial advisers currently working for this successful Finance Brokerage.


The Self-Employed IFA package

  • Work from home or use of the Reigate or Bristol office
  • Retainer to protect your income
  • Unlimited earning potential
  • Full administrative support

IFA Tiered commission structure

  • Up to £150k banked 70/30
  • 150k £300k banked 80/20
  • 300k+ banked 90/10

Self-Employed Independent financial advisor required skills

  • Experience as an Independent financial advisor
  • Fully qualified
  • An existing client bank
  • Personable and approachable
  • The ability to build rapport and longlasting relationships

Think that this role is right for you?
**Contact us to arrange a call, we'd love to find out more about you

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