Employed IFA, Cambridgeshire
- UK - Cambridgeshire
- £35000 - £40000 per annum
- Full-Time Permanent
- Financial Services - IFA
- Hays Insurance & Financial Services
- 19-12-08
Job Description
Our client is a leading company owned by AEGON UK with a view to meeting the challenges of a rapidly-changing financial services industry. Created to revolutionise the UK IFA and employee benefits market, our client offers an innovative advice-led service making it easier for clients to choose most appropriately when providing for their future.
We want to create an exciting, dynamic organisation, staffed by employees who are committed to providing clients with access to their aspirations and complete peace of mind- because we believe that is best way to build trust.
Our client aims to be the touchstone by which others judge their success against its record of rapid growth, quality and flexibility of service.
Our new company believes in 'Doing right by you' . A simple statement that we think sums up our client-focused attitude and our willingness to stand by our commitment to offer advice tailored to the needs of each and every individual and business.
Our client is the only place you can find the combined resources, skills and dynamic management vision of five highly successful advisory businesses Advisory & Brokerage Services, Aurora Financial Group, Elliott Bayley, Momentum Financial Services and Wentworth Rose each contributing their own distinct, market-leading specialisms. This makes our client unique within the UK independent financial services and employee benefits market.
The arrival of our client makes it easier than ever for clients to make the most informed choices when planning ahead. We offer you the clarity that comes only from comprehensive expertise across the marketplace, and knowledge of the range of options.
In short, our client offers an unparalleled advice-led service: one that less illuminated advisers may only aspire to.
Private Clients
For private clients we strive to deliver innovative services cost effectively. We will provide solutions for our clients specific investment, pension, insurance and mortgage needs as well as advising on an overall financial plan
We are genuinely independent people who provide a bespoke approach to financial advice. Our aim is to simplify the complex issues clients face so that they can plan for the future with confidence.
Corporate Clients
For Corporate Clients, we are specialists in our field, at the forefront of communication and education. Many employers are concerned and confused by the complexities and cost of employee benefits today. We will guide our clients through these complexities and deliver the right solutions for their businesses.
We aim to add value to businesses by ensuring staff are fully aware of the true value of their benefits, and demystifying the financial services industry by putting essential, jargon-free information at their fingertips.
Salary commensurate with experience. (c£25000 to £35000)
20 days holiday in a full calendar year, rising with service to 25.
Car allowance c£4000
Pension and DIS.
Private Medical Insurance.
GPP Plan.
Qualifications/education required:
FPC mandatory.
AFPC desirable or willingness to work towards this if not already held.
G10 & G20 desirable.
IT skills desirable.
Experience required:
Ideally suitable candidates could come from other IFAs or direct sales.
Candidates should have good presentation and people skills and be self motivated.
We want to create an exciting, dynamic organisation, staffed by employees who are committed to providing clients with access to their aspirations and complete peace of mind- because we believe that is best way to build trust.
Our client aims to be the touchstone by which others judge their success against its record of rapid growth, quality and flexibility of service.
Our new company believes in 'Doing right by you' . A simple statement that we think sums up our client-focused attitude and our willingness to stand by our commitment to offer advice tailored to the needs of each and every individual and business.
Our client is the only place you can find the combined resources, skills and dynamic management vision of five highly successful advisory businesses Advisory & Brokerage Services, Aurora Financial Group, Elliott Bayley, Momentum Financial Services and Wentworth Rose each contributing their own distinct, market-leading specialisms. This makes our client unique within the UK independent financial services and employee benefits market.
The arrival of our client makes it easier than ever for clients to make the most informed choices when planning ahead. We offer you the clarity that comes only from comprehensive expertise across the marketplace, and knowledge of the range of options.
In short, our client offers an unparalleled advice-led service: one that less illuminated advisers may only aspire to.
Private Clients
For private clients we strive to deliver innovative services cost effectively. We will provide solutions for our clients specific investment, pension, insurance and mortgage needs as well as advising on an overall financial plan
We are genuinely independent people who provide a bespoke approach to financial advice. Our aim is to simplify the complex issues clients face so that they can plan for the future with confidence.
Corporate Clients
For Corporate Clients, we are specialists in our field, at the forefront of communication and education. Many employers are concerned and confused by the complexities and cost of employee benefits today. We will guide our clients through these complexities and deliver the right solutions for their businesses.
We aim to add value to businesses by ensuring staff are fully aware of the true value of their benefits, and demystifying the financial services industry by putting essential, jargon-free information at their fingertips.
Salary commensurate with experience. (c£25000 to £35000)
20 days holiday in a full calendar year, rising with service to 25.
Car allowance c£4000
Pension and DIS.
Private Medical Insurance.
GPP Plan.
Qualifications/education required:
FPC mandatory.
AFPC desirable or willingness to work towards this if not already held.
G10 & G20 desirable.
IT skills desirable.
Experience required:
Ideally suitable candidates could come from other IFAs or direct sales.
Candidates should have good presentation and people skills and be self motivated.
- Dan Cashmore
- 182610
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