Consultant Opportunities

Financial Associates is a successful and growing business with Consultants across the UK and Support Services at our head office in Cricklade, Wiltshire. Our strategy is to grow larger and further increase our coverage with more Consultants in each region of the UK.

We are passionate about attracting and retaining the most talented people in every area of our business and are actively recruiting Consultants from all over the UK. We are committed to continuous improvement through regular training and development programmes, to ensure our clients receive advice that is second-to-none in this fast-moving financial environment.

We believe that our people are our greatest asset and that by developing them and rewarding them we can successfully meet the needs of our client base. We treat our Consultants fairly, help them to progress in a supportive and friendly environment and give them the rewards they deserve.

About You

The ideal candidate is an energetic, assertive, and confident communicator who wants to enhance his or her skill set and work in a dynamic, team-based environment.

Qualifications & Capabilities:

• Diploma Qualified IFA.
• Relevant and extensive experience working as an IFA or Mortgage Planner.
• Be able to develop effective relationships with clients.
• Proactive attitude.
• Persuasiveness, determination and tenacity to succeed in competitive arena.
• Strong self-motivation and organisation skills.
• Technical ability to understand the majority of a large range of financial products available.
• Strong communication and listening skills.  

About Us

Financial Associates believe that when faced with complex decisions about future financial security, choosing the right financial consultant and getting the right guidance is essential.

Our commitment to meeting our client’s financial goals is long term and so is our commitment to our Consultants. At Financial Associates we provide support, structure and service principles to ensure we meet the exacting standards required by the Financial Services Authority.

Why Move?

Whatever your life or career stage, making a change can be daunting, but in the years ahead, are you confident that you can cope with the demands of your clients and the Financial Services Authority? Can you ensure that you have a plan in place to:

• Fully implement TCF in your business?
• Understand the impact on your business of the Retail Distribution Review?
• Ensure compliance across your business?
• Grow your assets and build capital in your business?

All of these issues require focus and planning and detract from the overall service you offer your clients. By relieving some of the burden, Financial Associates can ensure that your clients and your income doesn’t suffer as a result.

Our Approach:

• Competitive and flexible contracts.
• Flexibility of employed or self employed status.
• Training and Continuing Professional Development support.
• Service standards are maintained by our dedicated Client Services Team.
• Access to a broad range of products and providers across the marketplace.
• Paraplanning support.
• A clientbank available depending on location.
• Marketing assistance to grow your client bank.