Financial Adviser


Job Title: Financial Advisor

Location: Hertfordshire

Salary: Employed/ Self Employed

A highly reputable and long established IFA practice requires an Independent Financial Adviser to join their organization, someone familiar with working in a regulated environment.

On offer is a fantastic opportunity to work within a great team

You will be Level 4 Diploma qualified with CAS Status

Our Client is looking for someone with excellent communication skills who puts their clients first, making sure they receive the best possible advice.

Duties will Include:

Producing financial reports

Contacting clients and organising meetings either within at our office or in clients' homes or business

Conducting reviews of clients’ financial circumstances, current provision and future aims

Analysing information and preparing plans best suited to individual clients' requirements

Researching the marketplace and providing clients with information on new and existing products and services

Liaising with financial services providers and other professionals, if necessary

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

Complete all supporting documentation in an accurate manner

Skills and Experience required:

Level 4 Qualified with CAS Status

Understanding of compliance records and an excellent compliance record

Good communication skills with the ability to build strong lasting relationships

Highly Organized with the ability to manage a busy caseload of clients

Discretion and an understanding of the need for client confidentiality

Required skills

  • Advice
  • Financial Planning
  • Financial Services
  • Sales
  • Diplomas

Application question

Do you have a level 4 UK diploma in Financial Planning?

Reference: 34162055

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