Our client is a firm of Chartered Financial Planners and is looking for experienced IFA’s, to assist in growing the business.
This is an employed role, working from home, providing comprehensive independent financial planning service to high value personal and corporate clients. You will also receive full administration and para planning support.
You will be expected to manage client relationships proactively from initial set up meetings to ongoing service issues; building trust and responding quickly to client needs.
You should be committed to providing quality advice and solutions through knowledge of UK financial products and services, so clients can manage their affairs in the most effective way.
You will also need to contribute to profitable development of business by assisting in winning new clients, cross-selling additional services and securing recurring work from clients.
- Setting up meetings with clients
- Finding out about clients' current finances and future plans
- Researching financial products
- Explaining details of products so that clients can make informed choices
- Meeting sales targets
- Negotiating with providers of financial products
- Keeping detailed records
- Producing financial reports
- Qualifications and skills:
(Candidates who are at the final stages of becoming Diploma qualified, will also be considered)
Competent advisor status
Excellent standard of written and verbal communication with ability to liaise with people at all levels
Awareness of industry trends and developments
Excellent client handling skills; ability to establish rapport quickly, creation of trust
Management of expectations, delivery and responsiveness
Excellent organisational skills, with ability to prioritise effectively and cope with pressure
High motivation, self starter and flexible