IFA with High Value Customers Provided

Premier IFA Dealing with High Value Premier Customers

£38.000-£45,000 +Uncapped earnings potential, company car, 28 days holiday.

Location Bath Somerset

One of my clients a leading world banking groups is looking for a Premier Independent Financial Advisor’s (IFA) to support a Branch Manager by providing professional independent financial planning services to both new and existing high value (Premier) customers.  This involves identifying and meeting customer needs with particular emphasis on protection, pension, investment and insurance products available through the bank’s UK branch network, whilst consistently treating customers fairly (TCF).  

Key responsibilities will include:

• Working with a sophisticated customer base, providing specialist advice on relevant financial products and services (Protection, Pensions and Investments), including full financial planning reviews and portfolio management
• Optimising appointments with customers to identify needs and opportunities and provide solutions in order to achieve personal and team sales targets
• Manage customer relationships in a manner that builds customer loyalty and satisfaction
• Advocating putting customers first and delivering a consistently excellent customer experience
• Recognising the wider wealth planning needs of customers in order to refer customers to other areas of the bank where their needs for non-regulated products can be met.

 This is a regulated role and requires relevant qualifications as described below.

• Hold the QCF Level 4 Diploma Qualification 
• Hold Competent Advisor Status (CAS) status now or have held CA status in the past five years.

In addition to the qualifications described above, the ideal candidate will be required to:

• Demonstrate thorough understanding of wealth management products and services and an extensive external market awareness
• Champion and drive unique sales and service initiatives, continually seeking and seizing opportunities to accelerate business growth
• Network and build relationships required for developing and delivering joined up services and solutions aligned to customer needs and to increase referrals between business areas
• Communicate professionally, effectively and inclusively with a diverse audience, in person and in writing
• Coach/train colleagues in your specialist products/areas of expertise
• Work independently, proactively managing your time and commitments to meet a range of stakeholders’ needs and priorities
• Understand the regulatory, financial and risk contexts in which financial advisors operate and have experience of personally complying with relevant regulation and quality measures

I will guarantee that if you match the criteria

If you fulfil the above criteria and would like to discuss this fantastic opportunity with one of the UK’s leading banks send you C.V today.

However, if you'd prefer to have an informal, confidential discussion concerning this role or any other of our current vacancies, please call David Pike, Senior Recruitment Consultant on 0 1395 233674.