IFA - Employed
A role has developed within a growing financial advisory firm to service and grow an existing client base in Stoke. This is an opportunity for a responsible, self-motivated, well organised adviser to service an existing client base and develop new opportunities.
KEY RESPONSIBILITIES AND ACCOUNTABILITIES
§ Strong knowledge of all financial planning with specific focus on pension and investments
§ Service existing loyal clients across a broad range of financial planning in all financial sectors
§ Create new business opportunities across a broad range of financial planning in all financial sectors
§ Focus on service, growth and intergenerational planning
§ Maintain regular client contact providing assistance where required and ensuring a strong client service to compliment the annual review
§ Excellent communication required, being able to communicate across a wide range of client profile
§ Strong focus on growth and intergenerational planning
PROFILE OF CLIENTS
§ Holistic financial planning - pension, tax planning and investment focus
§ City professionals, business owners and mass affluent
SALARY & BENEFITS
§ Compensation dependent on skills and experience
§ Competitive base salary dependent on qualifications and experience with attractive employee benefits
§ Structured bonus based on serviced revenue and revenue generation
§ Paraplanning provided
§ Support for continued professional development - Training and support towards industry recognised certifications
§ 25 days annual leave
§ Auto enrolment pension
§ Death in Service
You will have the ability to build upon existing strong client relationships in an articulate and professional manner.
It is essential that you are client centric, possess strong communication skills, have a high attention for detail, and have interpersonal and organisational skills with the ability to work in a busy, fun and professional environment. Excellent interpersonal skills demonstrated by an ability work with multiple stakeholders, as well as developing good working relationships with colleagues. You must be happy to work as part of a team and have excellent time management skills.
You will have the ability to build strong working relationships with a team of financial advisers and wider business. Previous experience of working within a similar role within a financial services business is essential.
You must hold CAS and be a minimum of level 4 diploma qualified, with the strong preference either at Chartered or working towards Chartered status.
This is an exciting proposition to join a growing organisation who offer excellent opportunities to progress your career. Support for future qualifications will be keenly provided to enable the successful applicant to further their knowledge and ability in the role.
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