Independent Financial Adviser

Employer
TEMPLEGATE RECRUITMENT LIMITED
Location
Haywards Heath, UK
Salary
Competitive
Closing date
26 Oct 2020

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Sector
Accountancy
Contract Type
Permanent
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TEMPLEGATE RECRUITMENT

Financial Services Specialist Recruiters

Job Title: Independent financial adviser

Location: Haywards Heath

Benefits: Excellent remmuration package, Paraplanning support, administration support, compliance support, well established company, flexible working options, well established processes.

Salary: Excellent package tailored around your individual circumstances

About the Company:

This prestigious and excellent reputational Financial Advisor firm has a lot to offer the right person. Their package is based around you as a financial advisor.

You will need to be motivated to generate your own client base , There is full support and to help you grow your business, they offer a professional approach to Wealth Planning advice and are looking for talented individuals to join their team.

Our client offers Excellent Packages tailored around you. Compliance support is available with the option of Paraplanning and IFA administrators

What Your Day to Day 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

· Researching information from various sources, including providers of financial products

· Reviewing and responding to clients changing needs and financial circumstances

· Liaising with head office and financial services providers

· keeping up to date with financial products and legislation

· Producing financial reports

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

What is Needed to Be Considered:

· Level 4 Diploma in Financial services

· the ability to network and establish relationships with clients

· research and analytical skills

· negotiation and influencing skills as well as determination and tenacity

Apply today to be considered for this opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. In this discussion we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements.
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