Independent Financial Advisor

Plus 30% or 50% uncapped commission
09 Nov 2016
06 Dec 2016
Contract Type
Full Time
Reporting: To Head of Business Strategy.

Location: Within 2 hours of Leicester.

Salary: Dependent upon experience.

Job Type Permanent: Full time Employed or Self-Employed.

Summary of position: We are seeking a dynamic and outgoing professional to join our clients Financial Advice firm as an IFA.

The candidate we are looking for will be driven and want to grow with the company. They will also be an excellent and confident communicator with a positive attitude along with the ability to work on own initiative. Although some leads will be available to them, they will also possess the skills to generate leads as well as develop networks.

This role also has on offer the opportunity to attend an academy to become chartered at no cost to the successful candidate.

Key Responsibilities:

• Contacting clients and setting up meetings, either within an office environment or in clients' homes or business premises.
• Conducting in-depth reviews of clients' financial circumstances, current provision and future aims.
• Analyzing information and preparing plans best suited to individual clients' requirements.
• Completing risk analyses.
• Researching the marketplace and providing clients with information on new and existing products and services.
• Designing financial strategies.
• Assisting clients to make informed decisions.
• Researching information from various sources, including providers of financial products.
• Reviewing and responding to clients changing needs and financial circumstances.
• Promoting and selling financial products to meet given or negotiated sales targets.
• Liaising with head office and financial services providers.
• Communicating with other professionals, such as estate agents, solicitors and accountants.
• Keeping up to date with financial products and legislation.
• Producing financial report.s
• Contacting clients with news of new financial products or changes to legislation that may affect their savings and investments.
• Meeting the regulatory aspects of the role, e.g. requirements for disclosure, costs of the services provided and also the advised products.

Technical capability:

• Diploma level or above.
• Current SPS or at least within the past 6 months.
• An existing client bank (preferable but not essential).
• Minimum of 5 years' experience selling investments.
• Live within 2 hours of Leicester, or willing to commute as some days in the office will be desired