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Financial Adviser


Job Title: Self employed Financial Advisor

Location: Essex

Salary: 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.

Our Client has previously won IFA Small practice of the year so you are certain to be joining a fantastic team

Duties will Include:

You will be working with existing loyal clients and also building on an already thriving client bank

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

If this is not the right role for you, please call us for a confidential chat as we might be recruiting for a role that is not necessarily advertised.

Due to the amount of response we receive, unfortunately we are not able to give feedback to individuals, if you have not heard back within 7 days please assume that you have not been successful for the role you have applied for

Required skills

  • Communication Skills
  • Financial Planning
  • Financial Services
  • Research
  • Sales

Reference: 34162481

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