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- Provide holistic financial advice to a diverse client base, tailoring recommendations to individual needs and objectives.
- Build and maintain strong, long-term relationships with clients by delivering exceptional service.
- Conduct in-depth reviews of clients' financial circumstances, current provisions, and future goals.
- Research and recommend financial products and services, ensuring compliance with relevant regulations and standards.
- Actively develop and expand your client portfolio through networking, referrals, and business development activities.
- Keep up-to-date with market trends, legislation, and product changes to provide informed advice.
- Diploma in Financial Planning (DipPFS) or equivalent.
- FCA-approved or working towards achieving FCA authorisation.
- Proven experience as an IFA or financial advisor, with a successful track record of client acquisition and retention.
- Excellent communication and interpersonal skills.
- Self-motivated, proactive, and able to work independently or collaboratively as part of a team.
- Strong ethical standards and commitment to delivering client-focused solutions.
- Flexible Working Arrangements: Work from home, in the office, or a hybrid setup that suits your lifestyle.
- Competitive Remuneration: Whether employed or self-employed, we offer attractive earning potential with uncapped commissions.
- Comprehensive Support: Access to state-of-the-art tools, administrative support, and compliance assistance.
- Career Development: Continuous professional development opportunities, including access to training, mentorship, and industry events.
- Perks and Benefits:
- Generous holiday allowance (for employed positions).
- Pension contributions.
- Wellness programs and mental health support.
- Access to exclusive financial products and services for personal use.
- Collaborative Environment: Join a team of experienced professionals who are passionate about delivering outstanding financial solutions.
