IFA Independent Financial Advisor

3 days left

Recruiter
Confidential
Location
London
Salary
45000.00 - 50000.00 GBP Annual + Existing Portfolio/Non sales target
Posted
03 Sep 2020
Closes
01 Oct 2020
Contract Type
Permanent
Hours
Full Time
Within this established, respected "0ne Stop shop", 40 staff strong, firm of Surrey chartered accountants, offering a "one stop shop" to clients offering accounts preparation, personal and corporate tax planning , corporate finance together with non-commission driven (FSA regulated) financial planning and advice to HNW corporate and private clients.

This role will provide impartial,( non-commission driven) holistic financial advice to prospective and existing private clients based on their financial requirements, building upon an existing established client portfolio including :-

Provide holistic financial planning to prospective and existing clients

Compile accurate investment reports that reflect client requirements and meet internal business standards

Undertake regular fact-finding, presentations and service review meeting with clients

Maintain and ensure client files are kept up to date

Strive to recognise new business opportunities

Follow up on all enquiries in a timely manner

Ensure on-going continuous professional development

Supervising support team of 4-5 ACA trainees

You are DipFA) Diploma Level 4 qualified, or late part qualified with at least 4-5 years proven track record of working as a Financial Adviser, preferably within a firm of chartered accountants. The role has a flat salary and is non-commission based (FSA regulated) , so this would suit an professional individual who prides themselves on providing quality, impartial advice rather than being commission driven,

This represents a secure, long term career move to an established, secure local firm.

Candidate without the above criteria will not be responded to