IFA – Southampton Chartered Firm £40K - £60K (3008) 

Are you struggling for leads? Fed up of micro management and empty promises? Want the autonomy to work in your style? Are you frustrated with having to do your own paraplanning? Then this growing, Chartered IFA firm can provide the solution?

The leads come from corporate presentations to high and ultra-high net worth clients regarding mainly retirement business. The majority of their work is lump sum investment and pension business. They currently have an agreement for more than 10 seminars in the local area, with more agreements in the pipeline. They provide all paraplanning and admin support at no charge to yourself.

The successful candidate will be able to work from home and be comfortable conducting presentations to groups of people, maintain a professional and positive personal at all times and be mature enough to manage your own time. Ideally, you will be on your way to Chartered but at least Diploma qualified with CAS and SPS.

The remuneration can be tailored to your circumstance, my client would consider employed, wholly self-employed and self-employed with guaranteed earnings/retainer.

If you would like to view the full description on this role, then please follow this link to the Recruit UK website http://recruitukltd.co.uk/job/independent-financial-adviser-southampton-3008/

If you would like to work for a Chartered IFA firm who can provide you with decent quality leads so you can spend your time writing business then please send your CV to This email address is being protected from spambots. You need JavaScript enabled to view it. and quote reference 3008 and Financial Planning Today, or alternatively call us today on 01179 450450 for a confidential discussion on your next step.

Last modified on Friday, 07 April 2017
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