Job Title: Financial Adviser
Self Employed/ Employed
Due to continued expansion, a prestigious IFA Practice is looking for established Independent Financial Adviser to join the organisation and assist in dealing with increasing levels of demand.
You will be Level 4 diploma qualified and working towards Chartered status with excellent relationship management skills.
My client is offering excellent packages for employed and self-employed advisers, please get in touch for more information.
Contacting clients and setting up meetings, either within an office environment or in clients' homes or business premises
Conducting in-depth reviews of clients' financial circumstances, current provision and future aims
Researching the marketplace and providing clients with information on new and existing products and services
keeping up to date with financial products and legislation
Contacting clients with news of new financial products or changes to legislation that may affect their savings and investments
Ensure sufficient client information obtained and analyse information gathered
Undertake sufficient product and market research in conjunction with Paraplanners
Assisting clients to make informed decisions
Promoting and selling financial products to meet given or negotiated sales targets
Excellent communication, interpersonal and listening skills
Self-motivation and organization
The requisite generic financial services knowledge and Level 4 qualification
Detailed knowledge and understanding of the firm’s record keeping requirements
A good level of numeracy and IT skills
Discretion and an understanding of the need for client confidentiality
Working towards Chartered status is an advantage
- Financial Services
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