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.