Independent Financial Advisor

Posted by CV-Library on 10/01/2018
Postcode
Company name CV-Library
Category Accounting
Contract Permanent
Full/Part time Full time
Salary £ 35000 - £70000/annum DOE
Description
Independent Financial Advisor

Due to continued success our client, a well established and fully independent market leader within the financial services industry is actively seeking an experienced, dedicated and ambitious Independent Financial Advisor to complement their growing team on a permanent basis.

Joining a team of over 180 professionally qualified Private Client IFAs, key responsibilities will include;

- Provide holistic financial planning to prospective and existing clients, providing professional financial advice to meet customer’s needs and objectives in line with the company’s defined business standards.

- Act in a compliant manner, providing excellent customer service and adhering to the FCA principles of “Treating Customers Fairly”.

- Plan and work towards achieving and exceeding individual business targets as agreed with their Senior Manager

- Professional servicing of existing clients as well as identifying and capitalising on opportunities to expand business through, for example, the generation of referrals, running seminars and creating links with local professional introducers

The successful applicant will be qualified to Diploma Level 4 Status with a minimum of two years’ experience as a qualified IFA.

This is a fantastic opportunity to join an award winning, whole of market firm with 360 degree support, a competitive remunerations package with an uncapped commission structure and plenty of opportunities for internal progression

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