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    Financial Advisor - London, United Kingdom - Bryn McMillan Consulting

    Bryn McMillan Consulting
    Bryn McMillan Consulting London, United Kingdom

    3 days ago

    Default job background
    Description

    An exciting opportunity for an experienced diploma qualified wealth adviser, financial adviser, or IFA to join an established mortgage broker firm, with between mortgage brokers based in and around the Croydon area, referring new pension and investment leads.

    Working from home as an experienced wealth adviser, or financial adviser or IFA, you will receive 35-40 new wealth leads per month, where you will offer advice on pensions and investments.


    Main Duties:

    A rare and exciting opportunity for an experienced wealth adviser or financial adviser or IFA to join an established mortgage broker firm, with incentivised mortgages brokers working the Thames Valley and beyond.

    In fact the team of mortgage brokers are based from Croydon to Bath. This team of 20-25 whole of market mortgage brokers are currently generating 35-40 new leads per month

    Working from home as an experienced wealth adviser or IFA or financial planner, you will offer advice to the new clients on pensions and investments.

    As well as receiving 35-40 new leads per month, you will also have unlimited and unrestricted access to the existing client base, where you can offer advice on pensions (mainly pension consolidation) and investments.

    As an experienced wealth adviser or IFA or financial planner, you will also receive leads support from the established administration team who are contacting the existing clients, promoting the financial planning service.


    Key Skills:

    Applications will only be considered from diploma qualified wealth advisers or IFA's or financial planners, who have gained valuable experience offering whole of market advice on protection (including whole of life and long-term care) as well as pensions, savings, and investments.

    The ability to work with professional introducers would also be a distinct advantage.


    Summary:

    Rare opportunity for experienced diploma qualified wealth adviser or financial planner or IFA to join a very established team of mortgage brokers with over 20 whole of market mortgage brokers referring between 35-40 pension and investment leads per month.


    Tags:
    Bryn McMillan, Bryn McMillan Consulting, Financial Jobs in Berkshire, Financial Jobs in Camberley, Financial Jobs in Guildford, Financial Jobs in Reading, Financial Jobs in Surrey, Financial Jobs in Swindon, Financial Jobs in Woking, Financial Planner Jobs in Croydon, IFA, IFA jobs in Croydon, Independent Financial Adviser, Investment Adviser, Job, Job Vacancy, Pensions Adviser, Recruitment, vacancy, Wealth Adviser, Wealth Adviser Jobs in Berkshire, Wealth Adviser Jobs in Camberley, Wealth Adviser Jobs in Croydon, Wealth Adviser Jobs in Guildford, Wealth Adviser Jobs in Reading, Wealth Adviser Jobs in Surrey, Wealth Adviser Jobs in Swindon, Wealth Adviser Jobs in Woking, Wealth IFA
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