Independent Financial Advisor

Private Client Advisor (IFA) - £50,000 - £70,000 Basic + Excellent Bonus + Benefits

Hybrid Role: Hampshire and Surrey

Our client is looking for an outstanding Private Client Financial Consultant to join their team. Focusing on covering Hampshire and Surrey this position will have a small pre-existing client-bank, but you will also need to be confident in generating new business.

Candidates applying for this role must be QCA Level 4 Diploma qualified and will ideally be Chartered or working towards Chartered status.

Key Responsibilities:

• Provide a comprehensive and compliant service to new and existing Clients.
• Identify/develop new business opportunities from existing Client’s, introducers, and referrals.
• Provide compliant and accurate advice on a range of financial products, pensions, investments, tax planning, inheritance planning etc. in line with standards and procedures.
• Pensions experience will ideally include "DB" / Defined Benefit exposure.
• Act with integrity and deliver in accordance with the FCA’s statement of principles.
• Promote and provide a comprehensive and compliant service.
• To ensure all revenue targets are met through conscientious and focused approach to work
• Produce compliant suitability reports for Clients and complete relevant MI data.

Essential Skills and Experience:

• QCA Level 4 Diploma qualified ideally with chartered status or working towards it
• Candidates likely to have 3-5 years post qualification experience in consultancy role.
• Competent at using Microsoft packages and client databases (IRESS XPLAN).
• Driven and focused individual with excellent Communication skills with Clients
• Pensions DB transfers knowledge, investments, personal / business protection / IHT
• Well organised and time management skills to be able to work alone.
• A confident individual who can 'hunt’ for new clients and build long-term relationships.
• Strong application of technical skill in regulated planning
• Driven to succeed and strong sales abilities to achieve target

This is an excellent opportunity to join a dynamic and independent wealth management company. You will receive support and full training on business processes, workflow and back-office systems. Apply today or telephone us for more information about this role.

Radley Recruitment is dedicated to helping you find your next career move, so if you are looking for a new role, submit your CV to us and we can help you find that perfect job.