Kind Consultancy is working with a growing IFA practice here in the Midlands. Our client is looking for a Self Employed Financial Advisor who will have the ability to be part of a large group with many avenues of introductions and to be part of a large team. The role has and additional para-planning and an exceptional supportive CRM system with a City Centre Desk space on offer and clients within the region.
You will be expected to provide a first class service to clients utilising previous industry experience to administer the best of advice across the whole of market. The responsibilities of the adviser are to contact potential clients and offer excellent service. Ensure that sufficient client information is obtained and be able to analyse the information in depth. You should have the ability to research potential products and services that can be offered to the client and be able to make suitable recommendations to the client. Be able to update and maintain client records whilst working through the process and maintain the standards of performance set by the business at all times.
Level 4 Diploma in Financial Planning
A strong knowledge of FCA and company legislation including record keeping requirements. Also have a strong understanding of TCF, T&C, financial crime and anti-money laundering procedures
Previous experience in a financial advisory role
- Financial Advisory
- Financial Planning
- Pension Schemes