Premier Independent Financial Advisor

Do you currently hold Competent Advisor (CA) status or held CA status in the past five years??

Do you hold a Certificate for Financial Advisers (CeFA), Financial Planning Certificate (FPC) or equivalent??

My client is a globally successful financial services company, who are continuing to grow and they have a unique and exciting opportunity to recruit a Premier IFA. As a Premier Independent Financial Advisor you will: -

• Support the Branch Manager by providing professional independent financial planning services to both new and existing high value (Premier) customers with at least £150,000 of investable assets to invest.
• Identifying and meeting customer needs with particular emphasis on protection, pension, investment and insurance products available through the bank’s UK branch network
• Consistently treating customers fairly.
• 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
• 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
• Champion and drive unique sales and service initiatives, continually seeking and seizing opportunities to accelerate business growth

To be considered for this role, our client, require the following:

• Hold the QCF Level 4 Diploma Qualification OR
• Hold a Certificate for Financial Advisers (CeFA), Financial Planning Certificate (FPC) or equivalent and have commenced working towards the QCF Level 4 Diploma Qualification with no more than 40 credits remaining to be obtained.
• Hold Competent Advisor (CA) status now or have held CA status in the past five years.
• Demonstrate thorough understanding of wealth management products and services and an extensive external market awareness
• Communicate professionally, effectively and inclusively with a diverse audience.
• Understand the regulatory, financial and risk contexts in which financial advisors operate and have experience of personally complying with relevant regulation and quality measures

Due to the high number of applications we are receiving at present, we are unable to respond to every application individually. If you do not hear from us within 3 days please assume that your application has not been successful. We may contact you in the future about other suitable positions