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We are recruiting for an IFA in North London who have a requirement for someone to service an existing client bank. They have too many clients and have decided to bring a junio consultant to join the team. They are happy to train and develop the right person up from paraplanning who is looking to develop their career as a financial adviser.
- Your primary responsibilities will be to conduct financial reviews and identify suitable opportunities for new business.
- You will be expected to work in accordance of the firm and full support will be provided by the paraplanning team.
- Technical competence on pensions, investments, and insurances in the pre and post retirement stages.
- You must have the ability to show confidence, passion, build client rapport authority, personality, handle objections, and also have empathy to put clients at ease.
- Minimum Level 4 Diploma Status.
- Commitment to ongoing Professional Development.
- Ability to work in a fast-paced environment.
- To be a self-starter and be able to manage leads and report into the senior management
This is an excellent opportunity for someone who is passionate about developing their career int offering advice but is looking for the support of a firm to provide the training and development for the right person
