Home Based Independent Financial Adviser - Berkshire, United States - Bryn McMillan Consulting

Description

Home Based Independent Financial Adviser (IFA) – Thames Valley

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 across the Thames Valley 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.

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