Employed IFA

Independent Financial Advisor


My client is seeking to employ a Level 4 Diploma/Chartered qualified financial adviser to service clients based in the South East of England.


Proposal



  • This is an exciting opportunity for an experienced financial adviser to join an advice firm on an employed basis.

  • Generally you will be expected to work from the office on most days, with the requirement from time to time to meet clients at their home / offices.

  • You will be provided with clients to service and have the ability and desire to grow the client bank through networking and referrals.

  • You will receive comprehensive compliance and administration support.


Requirements



  • You must be currently working as an IFA / Financial Adviser.

  • This will also suit individuals currently employed as bank assurance advisers or adviser with limited access to client, but seeking higher rewards directly related to their hard work and success.

  • You will be experienced in advising clients on all aspects of financial planning, including investments, pensions, mortgages and protection.

  • You will already hold a full diploma qualification with at least 2 years relevant experience.


Key skill will include-



  • Detailed technical knowledge with which to provide a high quality financial planning service.

  • Excellent knowledge of products and prioritisation of needs and best advice.

  • Ability to think through the consequences of actions taken both internally and operationally.

  • Demonstrate the right attitude and culture, objectives and priorities.

  • Ability to demonstrate positive attitude and behaviour and a flexibility to take on feedback to develop new skills and ways of working.

  • Creative thinking ability.

  • Thorough understanding of the Compliance, Legal, Statutory and Regulatory aspects impacting upon this area.

  • Excellent communication skills and high standards of literacy essential.


If the above sounds like you, do not hesitate to apply now!





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