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 - likely to be up to £42500 and the opportunity to double this with bonus
*All leads provided
*Admin & Paraplanning support
*Bonus income based on production
*Workplace company pension
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.