IFA Independent Financial Advisor

3 days left

45000.00 - 50000.00 GBP Annual + Existing Portfolio/Non sales target
03 Sep 2020
01 Oct 2020
Contract Type
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