Self Employed IFA

  • Shortlist
Location BATH , Somerset
Sector Financial Services
Salary Negotiable
Type Permanent
Consultant Dan Gratton
Ref 54800

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.

 

Responsibilities:

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

 

Skills:

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

 

If this specific vacancy is not exactly what you are looking for please contact us to discuss other opportunities we may be recruiting for that aren’t necessarily advertised; you can send your CV to this vacancy or contact us directly. Additionally, refer a friend or colleague to us and receive £200 in vouchers if we assist them in securing a new career.