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Employed IFA, Existing Clients and Leads flow REMOTE

Astral Recruitment
Posted 2 days ago, valid for a month
Location

Newcastle Upon Tyne, Northumberland NE19 2BG, England

Contract type

Full Time

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

info
  • Our client is a well-established Chartered IFA firm with a national presence, seeking an employed IFA in the Newcastle region.
  • The role is primarily home-based, with business conducted via phone and Teams, and occasional visits to the Newcastle office.
  • Candidates should be competent and experienced financial advisers, with no requirement to bring clients as leads and clients are provided.
  • The position offers a competitive salary ranging from £45,000 to £55,000, along with benefits and a strong bonus package.
  • Qualified and experienced advisers are preferred, although the specific years of experience required are not mentioned.

Our client is a successful and well established Chartered IFA firm with a National presence and they are currently looking for an employed IFA based in the Newcastle region

This role is Home based with the majority of your business being done from Phone and Teams. There is an office in Newcastle where adhoc visits may be required

You will have full Admin and Paraplanning support

We are looking for a Competent experience Financial Adviser

We are seeking a qualified and Experienced adviser but there is no need for you to bring clients with you as this role comes with all leads and clients

Base to £45-55000 plus benefits and good bonus package

Apply now in a few quick clicks

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.