Desk Based IFA - Essex - £30,000
A bespoke financial planning business are looking for qualified professionals to join their desk based advisory team.
As part of continued growth strategy our client is looking for an experienced Diploma Qualified Advisor, or experienced Paraplanner, who is looking to progress their career.
Responsibilities and Duties
- To provide profitable, effective and compliant whole of market financial planning advice and ongoing servicing to the company’s present client bank.
- To identify and develop new business opportunities from existing clients, introducers and referrals and achieving agreed revenue targets
- To conduct in accordance with the FCA’s Statement of Principles and Code of Practice for Approved Persons.
- To promote and provide a comprehensive and compliant service to existing clients within the activities as defined and authorised by the company.
- To act and deliver in accordance with the TCF principles at all times.
- Level 4 Diploma Qualified or equivalent, as a minimum
- Have proven experience within financial planning