Self Employed IFA
A well established and prestigious Wealth Managers in Bath currently require several qualified Self Employed IFA’s to join their expanding team.
This is an exciting opportunity for an experienced Financial Adviser to join an organisation who offers full paraplanning, compliance and administrative support.
The ideal candidate will need to be ambitious and committed to client service, have excellent knowledge of the financial services market place, a strong lead generator and be fully qualified.
Manage and develop profitable relationships
Provide in-depth assessments of client’s needs, selling benefits of products
Expected to manage client relationships proactively from initial set up meetings to ongoing service issues; building trust and responding quickly to client needs
Generate the entirety of their leads to work from
Committed to providing quality advice and solutions through knowledge of UK financial Pensions and Investments products and services
Level 4 Diploma Qualified in Financial Planning
Experience of working within a Financial Services Environment
Excellent Communication skills
Strong understanding of the current financial market
Strong knowledge of Pensions and Investments products
Job title synonyms: Independent Financial Adviser, Independent Financial Advisor, Financial Planner, Wealth Manager, Financial Planning Manager
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