Employed Financial Adviser
ob Title: Employed Financial Advisor
Salary: £40,000 - £60,000 dependant on billing history
Benefits: Excellent bonus options, Fee’s and paraplanning support included
A highly reputable and long established IFA practice requires Employed Financial Advisers to help build the organisation, someone familiar with working in a regulated environment.
On offer is a fantastic opportunity to work within a great team of advisers whom offer full support.
You will be Level 4 qualified with CAS status and excellent relationship management skills.
Our Client is looking for someone with excellent communication skills who puts the clients first, making sure they receive the best possible advice.
Our client offers excellent benefits package and very competitive bonus scheme depending on billing history
You must also have the ability to build your own client bank through networking events e.t.c
Duties will Include:
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
Skills and Experience required:
Excellent communication, interpersonal and listening skills
Self-motivation and organization
The requisite generic financial services knowledge and level 4 qualification with cas status
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
If this is not the right role for you, please call us for a confidential chat as we might be recruiting for a role that is not necessarily advertised.
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