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Our client is a small firm offering independent financial advice on mortgages, investments, savings and pension planning with a solid existing client portfolio.
IFA job description
You will have a proven track record of results and be able to demonstrate great communication skills and a good knowledge of the fast moving financial services market.
You will have the following traits:
- Honest
- Strong work ethic
- Primary focus on client outcome
- Excellent telephone manner
- Smart and professional appearance
- Full Dip FA level 4 required
- Proven track record in quality advice and client work
In return we will offer:
- A competitive basic salary of c £40k depending on the candidate
- Bonus income based on production (£120k)
- Workplace company pension
- 20 days holiday
- Core working hours 8am - 5.30pm (can be flexible for the right candidate)
Responsibilities:
- Contact existing clients to carry out full financial reviews and conduct in-depth reviews of clients' financial circumstances, current provision and future aims using our CRM system Finplan
- Will be responsible for onboarding new members into an existing large SIPP
- analyse information and prepare plans best suited to individual clients' requirements
- complete risk profiles, factfinds and suitability letters
- assist clients to make informed decisions
- review and respond to clients changing needs and financial circumstances
- keep up to date with financial products and legislation
- contact clients with news of new financial products or changes to legislation that may affect their savings and investments
- meet the regulatory aspects of the role, e.g. requirements for disclosure, costs of the services provided and also the advised products.
