Are you an experienced IFA looking to take your career to the next step? We are working with a fantastic employer in Tonbridge who is looking for an established Independent Financial Adviser to assist with increasing levels of demand offering competitive packages for employed and self employed positions. Our client is an award winning practice who deals with high net worth individuals for pensions and investments and looking for someone to join their ever growing team.
This is an excellent opportunity for a Financial Planner to work with existing clients whilst receiving full back office support from a highly qualified back office team.
Contacting clients and setting up meetings
Meeting clients and conducting in-depth reviews of clients financial circumstances, current provision and future aims
Researching the marketplace and providing clients with information on new and existing products and services
Keeping up to date with financial products and legislation
Ensure sufficient client information obtained and analyse information gathered
Undertake sufficient product and market research in conjunction with Paraplanners
Assisting clients to make informed decisions
Promoting and selling financial products to meet given or negotiated sales targets
Excellent communication, interpersonal and listening skills
Self-motivation and organisation
Experience working within an IFA practice
Discretion and an understanding of the need for client confidentiality
Level 4 diploma for financial advice
Chartered Status with current CAS would be an advantage
Experience of working as an IFA
If you do not hear back from us within 14 days we do not have anything that matches your skill set on this occasion.
However we are constantly taking on new vacancies so make sure to check out our web-site.
If you know any-one that matches one of our vacancies on our web-site please contact us directly so we can tell you about our referral program.