Independent Financial Adviser

Are you an experienced IFA looking for a self-employed opportunity? More junior and looking for an employed opening? What about inheriting a client book with up to £100,000,000 in assets under management with complete/inhouse paraplanning support? Looking to work with a long-established & highly supportive directly authorised/whole of marker firm with stunning offices in Dorchester, Dorset? Great! We want to hear from you!

Mploy Staffing Solutions Ltd is looking to introduce a full time employed or self-employed Independent Financial Adviser to a highly valued client in Dorchester, Dorset.

Why should you be interested? Our client is offering:

• an employed salary of £30,000 to £40,000 PA, subject to experience and interview performance. Expect an employed OTE starting at £65,000 PA with 15% commission on all written business.
• a self-employed route with 50%/50% splits on existing clients and 60%/40% splits on new business. Out client can pay retainers in advance to support an employed to self-employed transition, for the right candidate.
• 29 days of holiday per year, including Bank Holidays & your Birthday off, rising to 33 days (long service).
• office hours of 0900hrs to 1730hrs (Monday to Thursday) with a 1600hrs finish on Fridays.
• free onsite parking and stunning offices in a highly commutable location.
• paid mileage (employed) at 25p per mile.
• a highly supportive culture with in-house/salaried Paraplanners to support.
• a relaxed company culture with an office dog.

Still interested? In return for these excellent benefits our client is looking to meet a candidate who:

• is either an experienced IFA looking for a self-employed/Director opportunity or a more junior IFA looking for an employed opportunity.
• is suitably qualified with either DipPFS (CII) or DipFA (LIBF) qualifications. Supporting qualifications such as CeMAP/Cert CII(MP), CeRER/Cert CII (ER) etc would be highly valued by our client.
• has a Statement of Professional Standing (SPS) and is listed on The Financial Services Register.
• wants to successfully advise clients on well performing/whole of market investments & pensions alongside estate planning & financial planning. You’ll be well versed in successfully managing high net worth relations and can expect to travel frequently to deliver in person, tailored & strategic advice in line with client need/profile.
• has extensive experience working as a financial adviser with a proven record of sales/business success. You’ll be able to bring a network of new clients with you, be ready to inherit a slew of already pre-gained clients and know how to gain new leads.
• is a strong negotiator with excellent presentation/communication skills. You’ll also be highly accurate, numerate & IT literate with the ability to analyse & problem solve. Expect to use/learn intelliflo, dynamic planner & selectapension software.
• is ethical and values integrity/professional standards.
• keeps abreast of new financial products, industry trends and fund research.
• is an excellent multitasker with capacity for a broad workload.
• is a team player that is willing to 'muck in’. You can expect to work collaboratively with a range of internal stakeholders and are always willing to put clients first.

Sound like you? You should apply! We look forward to receiving your application and if you have any questions about the role please do call us.