IFA-all leads supplied- Colchester/Home based £50-£60k basic

Coast Specialist Recruitment
Colchester, Essex
16 Jun 2017
16 Jul 2017
Contract Type
Full Time

Fantastic role ! This leading IFA practice currently needs an experienced IFA/Financial Adviser to service a full range of clients needing advice on a range of Pension and Investment arrangements.

Purpose of role:

The main purpose of the Financial Planner is to provide a professional, comprehensive financial planning service to clients that is in line with FCA guidelines.

Key role responsibilities:

Conduct successful and compliant client meetings with introduced and existing clients of the acquired business/es.

Work pro-actively with the Compliance team.

Suggest new ideas and help implement with Regional Manager support.

Develop strong relationships with your allocated Para-planner and Financial Planning Administrator.

Expand client opportunities via networking with external bodies.

Meet set KPIs both in terms of service, sales and compliance.

Maintain suitable service levels to support the client proposition.

In our view, given the full range of support/para-planners and clients, we feel this is one of the best live adviser roles in Essex.