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IFA

  • Salary: £35000 - £50000 per annum + bonus and benefits
  • Location: Birmingham, West Midlands
  • Sector: Financial Planning
  • Job type: Permanent
  • Date posted:
    18 Oct 2017
  • Job reference: 29713

Client overview - Financial Adviser
Are you a qualified Financial Adviser who is becoming frustrated in your current role? Covering a huge geographic, with no technical or paraplanning support? If so, this maybe the role to catapult your business production and earnings to the next level.

We are proud to be working with one of the UK's longest established and trusted brands within the industry. In addition to this, being backed by one of Europe's largest Insurers, my client is well placed within the market.

As Independent Financial Advisers my client provides products from the entire UK financial services market. This means they are in a strong position to provide clients with the best advice and services available for their individual needs.

Key accountabilities - Financial Adviser

  • To work to the professional development scheme requirements and regulatory standards
  • Undertake regular and frequent fact-finding, presentation and servicing review meetings with line management and other company facilitators
  • To undertake regular and frequent meetings with your Senior Manager
  • To develop and action an acceptable and effective business plan with your Manager
  • To agree at outset with all clients the level of service they should expect depending on whether they are active or transactional clients


Knowledge, skills and experience - Financial Adviser
Ongoing in the field assessments from Senior Managers and Business Development Managers. Internal and external audits on client files.

  • Diploma status
  • High level of confidence with sales and presentational skills
  • Exceptional interpersonal skills and telephone manner
  • High quality of personal organisational skills
  • Drive and motivation to deliver business targets
  • Ability to work in a team environment
  • Eagerness to learn and develop skills and knowledge continually
  • IT literate


Essential - Financial Adviser
Diploma Level 4 Qualified Financial Adviser i.e. DIP FA

Experience - Financial Adviser
Previous experience of working as an IFA and a proven track record of meeting annual sales targets

Please visit the IDEX Consulting Ltd website for further opportunities. If your application is successful we will contact you to discuss the opportunity in more detail within 2 working days of receiving your application. If your application is unsuccessful, the information supplied may still be retained for use in connection with future vacancies. 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.

Our clients include: