We are working with an boutique financial advice practice in Faversham offering excellent packages for Independent Financial Advisers. Due to successful expansion our client is looking for an established Independent Financial Adviser to assist with increasing levels of demand. You will be level 4 diploma qualified and ideally working towards chartered status. On offer is the opportunity to work with a growing business with a competitive salary and administration support.
Salary dependant on experience and transferable business.
Contacting clients and setting up meetings
Meeting clients and 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
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 organisation
Experience working within an IFA practice
A good level of numeracy and IT skills
Discretion and an understanding of the need for client confidentiality
CII Diploma Level 4 or equivalent
Working towards Chartered status is an advantage
Current or previous CF30 function
Experience of working as an IFA
Due to the amount of response we cannot give feedback to individuals, should you not have heard back from us within 48 hours please assume your application not been successful.
Please only apply if you meet the requirements for this position.
- Financial Planning
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