Employed Financial Advisor

18 Mar 2017
17 Apr 2017
Contract Type
Full Time

Job Title: Employed Financial Advisor

Salary: £45,000 - £55,000

Location: Harrogate

Our client is a prestige’s IFA company which has multiple offices across the UK. They specialise in Investments, Estate planning, personal pensions and Personal Insurance

They are able to provide you with unique technology to support your independence and enable you to communicate effectively with your clients to make it easier to write business.

They have fully qualified, support team who are able to provide you with research and paraplanning services.


Contacting clients and setting up meetings, either within an office environment or in clients' homes or business premises

Conducting in-depth reviews of clients' financial circumstances, current provision and future aims

Researching the marketplace and providing clients with information on new and existing products and services

keeping up to date with financial products and legislation

Contacting clients with news of new financial products or changes to legislation that may affect their savings and investments

Ensure sufficient client information obtained and analyse information gathered

Undertake sufficient product and market research in conjunction with Paraplanners

Assisting clients to make informed decisions

promoting and selling financial products to meet given or negotiated sales targets


Excellent communication, interpersonal and listening skills

Self-motivation and organization

Detailed knowledge and understanding of the firm’s record keeping requirements

A good level of numeracy and IT skills

Discretion and an understanding of the need for client confidentiality

Qualified to level 4 Diploma in Financial services or working towards Chartered status is an advantage