Independent Financial Advisor

Equals One
19 Mar 2017
18 Apr 2017
Contract Type
Full Time

Independent Financial Advisor

Salary £30,000 basic salary plus bonus, pension, life insurance

Harrogate, North Yorkshire

Full time

Our client is a soon to be Harrogate based successful IFA business established in 2002. An opportunity has arisen for an experienced independent Financial Advisor to join the firm at our new Harrogate offices.

The successful candidate will be highly driven with an exceptional work ethic and want to grow within the company. You must be a confident communicator and possess a positive attitude along with the ability to work on own initiative. You will be responsible for servicing a small client bank of existing accounts but you must also possess the skills to generate leads as well as develop networks & professional connections.

To be considered for this position you must have at least 5 years’ experience as an IFA, be Diploma qualified with a current validated SPS. It is preferable you have your own client bank.

Key roles:

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

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

·Analysing information & preparing plans best suited to individual clients' requirements

·Completing risk profiles & risk reports

·Designing financial strategies

·Reviewing & responding to clients changing needs and financial circumstances

·Communicating & developing with other professionals, such as solicitors and accountants

The successful candidate will be offered a remuneration package of £30,000 (basic salary) plus bonus, pension, life assurance.