Our client is a small firm offering independent financial advice on mortgages, investments, savings and pension planning with a solid existing client portfolio.

IFA job description

You will have a proven track record of results and be able to demonstrate great communication skills and a good knowledge of the fast moving financial services market.

You will have the following traits:

Honest
Strong work ethic
Primary focus on client outcome
Excellent telephone manner
Smart and professional appearance
Full Dip FA level 4 required
Proven track record in quality advice and client work

In return we will offer:
A competitive basic salary of c £40k depending on the candidate
Bonus income based on production (£120k)
Workplace company pension
20 days holiday
Core working hours 8am - 5.30pm (can be flexible for the right candidate)

Responsibilities:
Contact existing clients to carry out full financial reviews and conduct in-depth reviews of clients' financial circumstances, current provision and future aims using our CRM system Finplan
Will be responsible for onboarding new members into an existing large SIPP
analyse information and prepare plans best suited to individual clients' requirements
complete risk profiles, factfinds and suitability letters
assist clients to make informed decisions
review and respond to clients changing needs and financial circumstances
keep up to date with financial products and legislation
contact clients with news of new financial products or changes to legislation that may affect their savings and investments
meet the regulatory aspects of the role, e.g. requirements for disclosure, costs of the services provided and also the advised products.

Up to £42,000