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IFA Co-ordinator

  • Job reference: 915727
  • Location: Weybridge, Surrey
  • Salary: GBP15000 per annum + Bens
  • Job type: Permanent
  • Sector: Office & Commercial
  • Date posted: 16/08/2017

One of Europe's Largest Independent Financial Advisor (IFA) group is looking for a driven, goal orientated Business Development Associates to join the team in their Weybridge office. The company has been established for 30 years and are still expanding.

The role will be to prospect and cold call high net worth (HNW) individuals based in the Nordic Region to set up meetings for the IFA's to meet the client and close the business. You will be expected to make 50+ calls a day, have at least a year of cold calling and sales experience and have the ambition to become a fully qualified IFA.

To be successful you will also need:

  • Excellent prospecting and research skills
  • To be self-motivated, tenacious, resilient and goal orientated.
  • The ability to handle and overcome objections.
  • Ambition to make lots of money and become an IFA.
  • The confidence to speak to HNW individuals and company executives.
  • Happy to work with one of the industry's leading experts, offering enviable training, advice and contacts.

The role is a commission only role but is a fantastic opportunity to earn well in your early years as an IFA associate. This position will allow you to become an IFA where the average industry annual earnings are £120,000pa, however the earning potential is what you want to make it! This is a role where you can succeed and make it your own!

If you are hungry, driven and are able to prove yourself to the company they will provide you with travel expenses, study material and put you through exams to become a qualified IFA.

Some IFA's have retired before 40!


Our role in supporting diversity and inclusion
As an international workforce business, we are committed to sourcing personnel that reflects the diversity and values of our client base but also that of Orion Group. We welcome the wide range of experiences and viewpoints that potential workers bring to our business and our clients, including those based on nationality, gender, culture, educational and professional backgrounds, race, ethnicity, sexual orientation, gender identity and expression, disability, and age differences, job classification and religion. In our inclusive workplace, regardless of your employment status as staff or contract, everyone is assured the right of equitable, fair and respectful treatment.

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IFA - Independent Financial Adviser
  • Salary GBP100000 per annum + Bens
  • Job type Permanent
  • Location Weybridge, Surrey
  • Description One of Europe's Largest IFA groups is looking for driven, goal orientated individuals to join the team in their Weybridge offices. The company has been established for 30 years