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 - likely to be up to £42500 and the opportunity to double this with bonus
- All leads provided
- Admin & Paraplanning support
- Bonus income based on production
- Workplace company pension

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.

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