To 32k Basic & Car or Car Allowance OTE 62,000 & Benefits Unlimited Bonus

Harrow

Fantastic opportunity to move into a branch based position within a leading mutual building society, working with prestigious, HNW clients & offering independent advice on Investments & IHT Planning.

Branch staff will generate leads for you, being targeted to make 50-80 appointments per quarter for the IFA. You will also inherit an additional portfolio of over 300 clients, with an average portfolio value of c. 70-100,000. Further leads will be passed across to you during the year from Seminars, arranged by the Head Office Marketing Team and presented locally by their experienced professional seminar team.

Successful applicants will hold FPC & CAS, possess drive & be able to evidence Top Quartile performance within regulated sales. Experience in the retail sector & working an existing client base is preferred, although other top performers will be considered. Excellent technical and administrative support is on offer, along with a realistic OTE of 62,000, but the potential to earn 80k+ & a great benefits package.

Homebased HNW IFAs

To 32k Basic & Car or Car Allowance OTE 62,000 & Benefits Unlimited Bonus

Burnley, Clitheroe, Malton/Scarborough

Superb opportunity to move into a home based role, within a leading mutual Building Society, offering a good degree of flexibility and dealing with quality IHT & Investment clients.

You will benefit from a Review Portfolio of 300-400 HNW individuals including medical professionals, a monthly supply of 10 warm, pre qualified IHT leads & further business from regular campaigns & seminars organised & presented by the company’s experienced seminar team.

You will be a high calibre, self starting individual with excellent relationship building skills and a successful track record in financial services sales. Excellent technical and administrative support is on offer, along with a realistic OTE of 62,000, but the potential to earn 75k+ & a great benefits package.