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Sunday, 12 October 2008 15:32 GMT

Job Details

Job Title:		IFA Business Partner

Description:		IFA Business Partner - Key Locations across the UK, Cornwall and the Isles of Sc Our National IFA client is currently seeking IFA Business Partners across the UK. To be considered for this role you must have Financial Services ‘sales’ experience, Currently maintaining a Competent Status (CF21) (or equivalent), earned at least £30,000 in the last 12 months and hold full FPC (or equivalent). In return, our client offers a complete Independent range of financial products - No panels! No restrictions! Using our client’s award-winning systems you can streamline your business and concentrate on what you do best – looking after your clients! Award winning technology! * Money Marketing Award – “Technology IFA of the year” 2002, 2003, 2005 & - 2006. * Financial Adviser sales Award – “Best IFA Point of sale Technology” 2005 Hardware and software provided! * Own personalised tablet PC * Electronic factfind * Automated Reasons Why Letter software * Own Trigold mortgage sourcing software * Compliance approved Product research software * Full training, ongoing, on site, for all technology Extranet! * Money Marketing Award – “Best use of Media Communication” 2003, 2004 & 2005 * Hyper-links to all financial research sites * Links to all product provider websites and contact details * KPI details * Technology support * IFA partner message board, exchange ideas tips online * Business information bulletin board – keeps you updated * Product research guidelines and technical help Electronic sales and business submission process! * High speed links to Head office departments * No post between offices, no delays / lost documents * All files can be compliance checked at Head Office inc. FSA checks * Advisers can complete all sales (except investment replacements) without - the need to refer * Business shows in Advisers electronic back office within on 1 hour! of submission 24/7 Access to all services from any internet connection worldwide! * Electronic pipeline * Direct links to product providers, no need to telephone to chase up * Continually updated by central Administration support * Real time viewing and communication for IFAs and introducers Electronic payment of all commissions! * Daily payment * Same day payment from providers * All transactions shown inc. renewals * Paid direct to account of your choice High commission rates! Extra commission for online trading! Electronic policy register and client file storage! * All post redirected to Head Office to be opened and scanned * Post and client docs indexed and filed into client files * IFAs can view all post online * All client communication to IFA can be uploaded onto client files * No need for paper storage or filing cabinets * Virtual paperless environment! Message boards and E-mail communication! * Minute by minute exchange of sales ideas * Research tips * RWL samples * Technical queries answered from experienced & knowledgeable colleagues Personalised Adviser web-site! * Every client receives free Email and access to your website * Enter their own client website via IFA website * Facility to edit to your own particular business market Personalised Client websites! * View all their policies you are servicing * View policy valuations online real time * View factfind hardfacts i.e. Assets, NetWorth, etc * Facility to make changes before adviser / client meeting * Total transparency throughout, hence no need for client signatures Personalised websites for Professional Introducers! * Let them view all their introductions * Pipeline * Policy register * Commission payments * Electronic contact to Adviser for more introductions Client Relationship Management system – My Office! * Prospecting reports, policy anniversaries etc. * Search facility for clients, policies, transfer of servicing * Commission reports by client, provider, product type Simplified robust Compliance and competence processes! * Money Marketing Award winner – “Protection IFA of the Year” 2003 * All members of compliance team fully FPC * All files checked at HO * All advisers supervised by head office individually * All KPIs available online * All T&C files stored online * All investment replacement pre-approvals completed within 24 hours Business Consultant transitional support! * 6 month training and support * Hands on training support for technology * Help with research and business submissions * Help to attain competent designated status Dedicated Administration Support – Head Office! * Product provider and pipeline instructions carried out * All paper post scanned and sent to IFAs * Adman liaise with providers to issue business and speed commission payments * Technical support, compliance help and T&C support * Client documents indexed and filed * Technology help and support Fully Personalised Stationery! * Business cards, * Letterhead paper, * With compliment slips RELAX-Your Exit Plan! * Business Continuity * Continue to receive recurring income streams as long as our client receives the monies * Paid to nominated bank account anywhere in the world * Sale option * Assistance in marketing your business to a buyer * Beneficiary – on death, recurring income streams paid to your beneficiary So if this sounds like the Business Partner you are looking for, send us your full CV today and one of our specialist Recruitment Consultants will contact you to discuss this outstanding opportunity. Moorejobs Ltd. are a specialist Financial Services recruitment company. Set up and run by experienced Financial Services personnel, so we understand this industry. We are working with some of the largest financial organisation in the UK and we are happy to receive applications from all FPC and CeMap/CF (or equivalent) qualified candidates. All applications will be held in the strictest confidence. Email us you CV today and one of our Recruitment Consultants will contact you as soon as possible.

Type:		Permanent

Financial Qualifications:

General Qualifications:

Systems Experience:

Salary Range:		£30000 - £100000/annum Uncappe

Benefits:

Location:		Cornwall and the Isles of Scil

Job URL:		http://www.cv-library.co.uk/cgi-bin/jdb_view_vacancy.cgi?jobref=101134110&s=100032

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