Independent Financial Advisor - Self Employed Partner

Posted on Jul 12, 2019 by CV-Library

Greater Manchester, United Kingdom
Call Center & Customer Service
Immediate Start
£60k - £100k Annual
Full-Time
Our client, a high profile, successful, FTSE 100 IFA Practice that provides a wealth management service to existing clients are seeking an ambitious, driven and passionate Independent Financial Advisor to join their existing private client support team on a self employed basis at Partner Level

Building professional, lasting relationships with clients and exceeding their expectations and requirements and aspirations, you will provide holistic financial advice and solutions to meet client needs

Key responsibilities:

Wealth Managerment

Investment advice and planning

Retirement planning

Providing technical, research support and advice

Provide detailed analysis of funds and providers

Production of compliant and detailed client suitability reports and presentations

Help manage client relationships

Attendance at client meetings

Keeping full and compliant records on file

Prioritising workload in order to meet all deadlines

Person specification:

Full Diploma in Financial Planning essential or recognised equivalent (additional Diploma/AFPC qualifications an advantage but not essential).

Good knowledge across all advice areas of investment, pensions, and protection

Excellent interpersonal and communication skills

Good understanding of the financial planning process and a knowledge of the financial services industry

Excellent report writing skills and have a high technical knowledge

A strong interest in compliance

Be able to plan and prioritise your own workload and work with minimum supervision

Ability and willingness to take personal responsibility in Director/Adviser support role

Able to work as part of a team

Relevant industry experience

Willingness to develop, taking further qualifications with full company support

OTE £100,000 plus attractive benefits

Reference: 210403170

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