Job description
My client is seeking an IFA to join their progressive and client-focused, financial planning-led wealth management firm as an employed Adviser.
In this role, you will understand your clients current and future financial goals and formulate easy to understand financial strategies, guiding your clients to financial independence.
This role offers home based / remote working with access to office locations if preferred.
In return :
- 50, - £85, basic salary DOE
- Clients provided
- Excellent Bonus Scheme
- Share options
- Full back office support
Key Responsibilities as our Independent Financial Adviser will include :
Follow the Six-Stage Advice Process to build long term relationships and deliver excellent Client out-comesReviewing and responding to Clients' changing needs and financial circumstances, keeping Introducers and Clients up to date with new financial products, or changes to legislation that may affect their Clients' pensions, savings, investments and financial plansAcquiring and developing new business from new / existing Clients and professional introducers, via personal business planning, referrals and company lead generation programmeOptimising the use of all marketing opportunities available, including via Social Media and networking with Introducers and other professionals to develop new businessDeveloping and maintaining good Client & introducer relationships through Client meetings, seminars and continuous feedback to the team and Contact CentreContacting corporate and individual Clients to set up meetings, either within an office environment, in the Clients' homes or business premises or virtually via Microsoft TeamsConducting in-depth reviews of Clients' financial circumstances, current provision and future aims and objectives whilst analysing information, conducting research and preparing financial planning reports best suited to the individual Clients' requirements covering all areas of adviceDelivering accurate Management Information as requestedWhat we are looking for in our ideal Independent Financial Adviser :
Diploma in Regulated Financial Planning (or FCA approved equivalent) and to maintain CF30 status in accordance with the FCA regulationsClear demonstration of a client centric approach with a well presented and articulate manner and dedication to doing the right thing for our clientsExcellent interpersonal skills, approachability, and professionalism. Harnessing IT skills to embrace the new virtual / digital ways to communicate with ClientsExperience in networking and attracting new Clients through business development and effective business planning to grow a client bank and building relationships with Affinity Groups, Business Owners, Entrepreneurs, Professional and Retail ClientsBenefits as an Independent Financial Adviser :
Support to build your client base and future valueEnd to end in house client journey and back-office support with full DIS, Admin and Para Planning support, with lead generation from our call centreClient centric proposition and trusted brand reputation with compelling values and ongoing learning and development culturePlatform to deliver efficient and cost-effective solutionsEstablished Practice Buy Out option on exitConsultative marketing supportIT technology through XPlan our POS systemFull Admin SupportFull para planning and technical supportWith over 30 years of experience and more than accredited advisers nationwide, my client is one of the UK's leading independent financial advisory firms.
