Job Information
IFA (Independent Financial Advisor) - Permanent (5352)
N/A Newcastle-under-Lyme, Staffordshire 70 Days Ago
Posted: 15-07-2020
Full-Time
Competitive - Competitive Per Annum
37.5 hours Monday – Friday
Commercial
Salary: Competitive DOE

Candidate Requirements:

  • Proven IFA experience – our client is seeking an individual who will have an existing client base
  • Level 4 in Financial Advice
  • A professional and personable individual who possesses strong communication skills
  • A detail accurate individual
  • Someone who is self-motivated and driven

Job Description:

Are you looking for a change? Our Financial Services Client is expanding its team and is seeking a well-established IFA to join them. The role will be servicing your existing clients and looking to grow business as well as a straightforward IFA role.

 

  • Talking to clients to determine their expenses, income, insurance coverage, financial objectives, tax status, risk tolerance, or other information needed to develop a financial plan.
  • Answering client questions about financial plans and strategies and giving financial advice.
  • Advising strategies for clients in insurance coverage, investment planning, cash management and other areas to help them reach financial objectives.
  • Reviewing client accounts and plans on a regular basis to understand if life or economic changes, situational concerns, or financial performance necessitate changes in their plan.
  • Analysing financial data received from clients to develop strategies for meeting clients' financial goals.
  • Preparing or interpreting financial document summaries, investment performance reports and income projections for clients.
  • Implementing financial plans or referring clients to professionals who can help them.
  • Managing and updating client portfolios.
  • Contacting clients regularly to discover changes in their financial status.
  • Building and maintaining your client base.
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