IFA
Job Type : Permanent, Full Time
Salary : £45000 – £60000/annum
IFA
Leicester
£45,000 – £60,000 p.a. DOE
* Are you an experienced financial advisor who is focused on putting the client first and achieving their goals?
* Are you confident managing the expectations of existing clients and at the same time seeking potential new relationships?
* Do you want to join a small company during a period of exciting growth and opportunity?
The Company:
ER Recruitment are very excited to be working with our client, a successful Leicester based group of companies, who are seeking to recruit an experienced IFA to join their established team due to continued growth.
Role & Responsibilities of the IFA:
* Deliver personalised initial and on-going financial planning recommendations to help clients achieve their financial goals
* Maintain suitable documentary evidence of client communication that builds on the advice process and satisfies the regulatory requirements
* Communicate effectively with team members and assume responsibility for the outcomes
* Collaborate and work with other departments and stakeholders to ensure successful client outcomes and to build assets under advice and management, including our investment propositions
* Seek to grow assets under advice and management through existing clients, referrals, and new business opportunities
* Engage with professional introducers to facilitate client referrals
* Maintain regulatory competency and keep up to date with industry best practices
* Uphold the principles of the company
About You as the IFA:
* Minimum Level 4 qualified in Financial Planning or Diploma equivalent
* Hold a CAS (Competent Adviser Status) or SPS (Statement of Professional Standing)
* Someone who is client-centric and takes initiative when making decisions
* An independent customer relationship manager who is confident leading face-to-face meetings
* An autonomous worker who manages their own accounts and workload, and positively contributes to a collaborative environment
* Has a flexible, adaptable approach to working
Please note by applying for this role you give consent for ER Recruitment to retain your CV for up to 24 months for the purposes of assisting you to find your next role unless you notify us otherwise.
While we aim to get back to all applicants however if you do not receive a response within 7 working days then unfortunately your application has been unsuccessful on this occasion.
We are here to help with your career so please send a copy of your CV to us. If you know of anyone else who is looking for their next opportunity, please feel free to refer them to us or pass on our details.
We look forward to hearing from you
