Corporate Independent Financial Advisor – CAS Status

Based – Gloucester

Fully CEFA or FPC Qualified, CAS Status & Ideally Diploma Qualified or Studying Towards Diploma

Basic Salary £35K - £40K + Bonus OTE £80K + Company Car (High Spec Level) + Corporate Package & Benefits





Our Client A Leading High Street Name within Corporate & High Net worth Banking looking to recruit fully qualified Senior Independent Financial Advisors to work for a large Multi National Banking Organisation who are currently expanding their operation nationally.

This Client is supporting all their IFA’s through Diploma and Chartered Status.

As a Corporate IFA you will provide High Net Worth, Corporate clients with advice on financial matters, making recommendations on ways to utilise money. The role involves advising clients on products and services available, ensuring they are aware of and understand those that best meet their needs, and then securing key business.

The Job
• Offering corporate clients a number of key business products.

• Advising on business protection, key man and structured corporate investments.

• Conducting in-depth reviews of clients' financial through key business meeting.

• Keeping up to date with financial products and legislation.

• Maintaining detailed records to comply with the regulations of the Financial Services Authority (FSA).

• Producing financial reports.

The Person
• Must be a fully qualified Independent Financial Adviser with CAS Status and Ideally Diploma Qualified or studying towards Diploma.
• A proven track record of giving advice to Corporate and High Net Worth clients.
• Able to produce evidence of sales achievements.
• Knowledgeable with regulations (FSA).

If you meet the requirements for this position and are interested in finding out more please send your CV today in the strictest confidence to Debbie Williams debbie@alpharecruitment.ltd.uk Tel 0113 247 0994 - www.alpharecruitment.ltd.uk