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A long established, well appointed National IFA practice with a local presence in South Woodham Ferrers are keen to take on an experienced IFA/Adviser to service their existing clients. The role would suit an experienced adviser who just wants to give advice and not have to hunt for clients.
This job description is designed to outline a range of main duties that may be encountered.
Responsibilities:
- To promote and always work towards the policy of delivery of Client Best Interest outcomes.
- To always ensure adherence to the suite of policy and procedures, with distinct regard and compliance with the Conflict-of-Interest Policy.
- To take responsibility for own performance and to identify personal development areas.
- Assist the wider team and business with your knowledge on an ad hoc basis where business needs require.
- Ensure awareness and compliance of regulatory responsibilities and ensuring that the consumer outcomes are at the core of focus in all work .
- Talk to clients to determine their expenses, income, insurance coverage, financial objectives, tax status, risk tolerance, or other information needed to provide strategic financial advice and develop a financial plan across a variety of financial products and services.
- Analyse financial data received from clients to develop strategies for meeting clients' financial goals and guide clients towards a profitable and secure financial decision.
- Cultivate and maintain the client base and build relationships. Network, generate leads and grasp opportunities to promote Financial Advisers to both potential clients, valuers, providers, solicitors and other professional connections.
- Keep abreast of new industry’s trends and research the market to back up financial consulting.
- Prepare or interpret financial document summaries, investment performance reports and income projections for clients.
- Review client accounts and plans on a regular basis to understand if life or economic changes, situational concerns, or financial performance necessitate changes in their plan in line with the client service proposition.
The role offers a basic salary to £45k + £5k car allowance + benefits.
