Self-Employed IFA 80:20 Split All Areas
You have the opportunity to join a Prestigious Practice who have been taken over by a Discretionary Fund Manager who posses 13 offices Nationwide as an IFA. The recent acquisition means that the IFA are looking to increase headcount from 80 RI's. Duties 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;analysing 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;reviewing and responding to clients changing needs and financial circumstances; Skills DipFS / Level 4, CAS and SPSexcellent communication, interpersonal and listening skills;the capability to explain complex information simply and clearly;the ability to network and establish relationships with clients;research and analytical skills;self-motivation and organisation;a good level of numeracy and IT skills;a target-driven mindset;a flexible approach to work;an ethical and professional approach to work. It is expected that you will currently be a successful Self-Employed IFA who wishes to join an organisation that offers a very strong proposition and access to working with a DFM. A split of 80:20 is provided with no further charges.