Job Title: Self Employed IFA
Due to continued expansion, an exceptional Financial Services practice is looking for high quality Independent Financial Advisers to join the organisation and assist in dealing with increasing levels of demand.
Full sales support is provided. Ideally, you will have experience within an IFA practice already.
You will be Level 4 diploma qualified and working towards chartered status with excellent relationship management skills.
On offer is the opportunity to work with an existing client base where your skills and abilities convert relationships into business.
Dealing with HNW and Corporate Clients
Ensure sufficient client information obtained and analyse information gathered
Undertake sufficient product and market research in conjunction with Paraplanners
Ensure suitable recommendations are made.
Ensure all supporting documentation is available and maintained
Ensure relevant CPD is maintained and recorded accurately
The requisite generic financial services knowledge and Level 4 qualification
Detailed knowledge and understanding of the firm’s record keeping requirements
Achieve CAS status
- Financial Services
- Relationship Management
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