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.


Responsibilities

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


Skills

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


Requirements

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.