Employed Financial Advisor

Job Title: Employed Financial Advisor Salary: ??40,000 - ??60,000 Location: Bath Due to continued expansion, a prestigious IFA Practice is looking for established Independent Financial Adviser to join the organisation and assist in dealing with increasing levels of demand. Full sales support and lead generation is provided. Ideally, you will have experience dealing with Ultra High Net Worth Clients You will be Level 4 diploma qualified and working towards Chartered status with excellent relationship management skills. On offer is the opportunity to work with an existing client base where your skills and abilities convert relationships into business. Responsibilities: Dealing with HNW and Corporate Clients Ensure sufficient client information obtained and analyse information gathered Undertake sufficient product and market research in conjunction with Paraplanners Ensure suitable recommendations are made. Ensure all supporting documentation is available and maintained Ensure relevant CPD is maintained and recorded accurately Skills: The requisite generic financial services knowledge and Level 4 qualification Detailed knowledge and understanding of the firm's record keeping requirements Hold CAS status