Independent Financial Advisor

1 month ago

Bedford, United Kingdom MAS Resourcing Full time
PERMANENT EXPERIENCED INDEPENDENT FINANICAL ADVISER (IFA) – 40 - 50K - BEDFORD
We are looking for an experienced IFA to contribute to the success of an small, independent organisation
So what is in it for you?
* An established business with a strong client base and a good reputation
* Grow with the business and become part of the team
* Paid parking permit
* Finish early on a Friday
* Great atmosphere with a family, friendly approach
Daily duties are likely to involve:-
* Ensure new and existing clients make profitable decisions to meet their financial requirements
* Prepare financial plans and recommendations to ensure clients meet their targets
* Generate new business and build relationships
* Maintain and update knowledge of regulations, practices, and financial products
* Prepare and communicate easily understandable suitability letters capturing your recommendations to customers.
* Prospecting (lead generation from existing clients)
* Offering a range of advice appropriate to the Adviser’s competence
* Comply with the requirements laid down in the Compliance and Administration procedures
* Create compliant client files where all communications are documented correctly
* Fully conversant with Intelligent Office.
* Obtain and maintain an active ‘Statement of Professional Standing’ (SPS)
In return, what we need from you:-
* Experience as an IFA/Financial Planner
* Level 4 required
* Strong understanding of Pension/Investments
* Strong communication skills
* Someone looking to grow with the organisation
* Hours are predominantly Monday – Friday 9am – 5pm but business allowing you may be able to finish 4pm daily and 3pm on a Friday
So, if you are interested and want an immediate opportunity, please apply immediately with your cv
Thank you for your interest in this position. It is with regret that we are unable to respond personally to each individual application due to the high volume of cv’s we receive daily. However, your application will be reviewed within a two day working period. If you do not hear from us within this time, you have unfortunately been unsuccessful on this occasion.
This vacancy is being advertised by M.A.S Resourcing who are acting as an employment agency / business

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