Description

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.