Independent Financial Adviser

Posted 15 February by Site Retail Group LTD

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.

Responsibilities:

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

Skills:

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

Requirements

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.

Required skills

  • Financial Planning

Application questions

Are you an experienced IFA?
Do you have a level 4 diploma for financial advice?

Reference: 37295987

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