My client's financial advisory Network offers IFAs with clients around the globe a platinum-grade service. Whether you’re starting a new business, expanding your brand or thinking about taking a step back, their transformational network delivers infrastructure, technology and support – in brief, everything you need to achieve your business goals.
Their transformational plug-in-and-go network service gives you the freedom to launch, grow or exit your global IFA business – and the power to boost client outcomes with best-practice financial advice. Whether you’re just starting out, frustrated with your current network, struggling to meet clients’ needs, or thinking of take a step back, my client empowers you to achieve your goals.
Combining an 80/20 commission split model and unparalleled support, they free up your time to focus on launching or growing your business – and, when the time is right, step back from it with confidence.
RESPONSIBILITIES:
• Provide strategic advice across a variety of financial products and services
• Assess client’s overall financial picture, understand their needs and develop a solid financial plan
• Guide clients towards a profitable and secure financial decision
• Keep abreast of new industry’s trends and research market to back up financial consulting
• Oversee the course of the financial plan and update it, if necessary, to ensure profits
• Comply with all industry rules and regulations
REQUIREMENTS:
• Very competent in spoken and written business English
• A UK CISI / CII level 4 financial services qualification is desired, but not mandatory. A willingness to study towards this credential is expected.
• Ability to analyze market’s financial data and to provide appropriate data-based advice
• Strong communication, negotiation and presentation skills
• Accuracy, attention to detail and the ability to explain complex information clearly and simply
• Excellent PC knowledge and ability to operate database systems
BENEFITS:
• Generous commission package of 80%, the absolute best in the business.
Please note: This position would typically suit experienced IFA candidates. This position is NOT for someone from the accounting / auditing or financial management profession. This is a client facing, sales and targets driven profession. Please only apply if you have the required financial services sales experience.
