IFA - Entry Level

2 weeks ago


Nottingham, Nottingham, United Kingdom Robinson Financial Careers Full time

Join a Leading Wealth Management Firm in the UK

Are you looking for a fantastic opportunity to kickstart your career as an Independent Financial Adviser? Look no further This position at one of the UK's largest Wealth Management Firms based in Nottingham could be the perfect fit for you.

Job Title: Entry-Level Independent Financial Adviser

  • Provide professional advice and solutions following FCA regulations and brand standards
  • Generate new client opportunities through various channels
  • Identify and pursue new business opportunities across financial planning needs

Responsibilities

  • Gather, analyse, and document information for financial advice
  • Research and analyze suitable solutions for clients
  • Maintain client records and provide regular advice and service
  • Stay updated on changes affecting clients' financial situations

The Ideal Candidate

  • Must have recent experience in a similar role in financial services
  • Focused on service and growth, building strong client relationships
  • Strong organizational and time management skills
  • Commercially aware and able to simplify complex information
  • Knowledgeable in financial planning, with a focus on holistic planning

Qualifications

  • CAS achievement and minimum level 4 diploma qualified (Chartered status desired)
  • Relevant experience in financial services

Salary and Benefits

  • Competitive compensation based on skills and experience
  • 25 days of annual leave
  • Auto enrolment pension
  • Training and support for industry certifications
  • Death in Service benefit
  • Cycle to work scheme

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