Location
Newport
Salary £55000 - £75000 TypePermanent WorkplaceOn-Site Ref85645
Recruiter Managing This Role
We are looking to recruit an Independent Financial Adviser to join a busy and growing Financial Services team.
The client are a multi office employee owned business who are looking to add another IFA to their successful team. Full Paraplanning an Admin support is provided allowing you to go out and be successful in your own role.
This role will cover the area between Newport and Hereford where you will be in change of servicing and growing a client bank with the support of high quality accountancy leads.
Your day to day responsibilities will include:
1. Managing, servicing and reviewing existing clients.
2. Advising new and existing clients on pensions, investments and protection.
3. Converting Accountancy leads into Financial Planning business.
4. Dealing with day to day queries from the clients and providers.
5. Representing the company at professional events.
The Person:
6. It is expected that you will be Level 4 Diploma qualified.
7. You will currently be working in an advisory role in Financial Services.
8. You must have good attention to detail and be able to work independently.
9. Excellent Communication Skills
On offer:
10. Competitive salary
11. A competitive bonus structure based on results and satisfactory KPIs.
12. Matched employer pension contributions
13. Minimum 22 days holiday + bank holidays, increasing with length of service.
14. Paid training and development
15. Flexible working requests considered