Job Title: Financial Adviser
Salary: £40,000 to £55,000
Benefits: Great Location, Bonuses, Company Pension
Due to continued expansion, an exceptional Financial Services practice is looking for high quality Independent Financial Adviser to join the organisation and assist in dealing with increasing levels of demand.
Full sales support and lead generation is provided. Ideally, you will have experience within an IFA practice already.
You will be Level 4 diploma qualified and working towards chartered status with excellent relationship management skills.
On offer is the opportunity to work with an existing client base where your skills and abilities convert relationships into business.
Duties will Include:
Dealing with HNW and Corporate Clients
Ensure sufficient client information obtained and analyse information gathered
Undertake sufficient product and market research in conjunction with Paraplanners
Ensure suitable recommendations are made.
Ensure all supporting documentation is available and maintained
Ensure relevant CPD is maintained and recorded accurately
Skills and Experience required:
The requisite generic financial services knowledge and Level 4 qualification
Detailed knowledge and understanding of the firm’s record keeping requirements
Hold CAS status
Previous experience as an IFA
Due to the amount of response we receive, unfortunately we are not able to give feedback to individuals, if you have not heard back within 7 days please assume that you have not been successful for the role you have applied for.