IFA - Employed - Chartered Firm

4 months ago

King's Lynn, United Kingdom Robinson Financial Careers Full time

A new opportunity has been created for a career minded IFA to join one of the UK’s largest Chartered Wealth Management Houses at their Dersingham location.

This opportunity comes with a clear developmental path, initial and ongoing clients and a comprehensive succession plan.

Role Overview

  • Provide professional advice and solutions in accordance with FA regulations, adhering to group standards, processes, and procedures, providing the most suitable research for all clients
  • Generate new client opportunities through a combination of self-generated introductions, professional connections and existing clients.
  • Identify and provide new business opportunities across a broad range of financial planning needs, enabling clients to achieve their financial goals. Taking responsibility to maintain and expand client numbers, AUM, and revenue, through proactive and excellent service.
  • Gather, analyse, and document all information needed to provide financial advice in line with group standards
  • Research and analyse all suitable solutions available to meet the client’s needs
  • Keep client records up to date to be fully aware of client’s objectives/aims to make suitable recommendations.
  • Maintain a high level of regular client contact, providing advice where required and ensuring a strong client service to compliment the annual review service.
  • Achieve through a focus on service, growth, and intergenerational planning

Skills

  • Achievement and maintenance of CAS and be a minimum of level 4 diploma qualified (desired Chartered status or working towards)
  • Relevant and recent experience of working within a similar role within financial services
  • Be both servicing and growth focused to take over clients, build upon existing strong client relationships and develop new business opportunities.
  • Excellent communication and interpersonal skills, demonstrated by an ability to work with and communicate effectively across a wide range of client profiles.
  • Strong organisational and time management skills as well as a high attention to detail
  • Keeping up to date with changes that impact client’s financial situations, being able to interpret and to provide appropriate guidance and advice.
  • High levels of commercial awareness
  • Ability to explain complex information simply and clearly.
  • Strong knowledge of all financial planning with specific focus on holistic financial planning

Package

  • Competitive base salary
  • Structured bonus based on serviced revenue and revenue generation
  • 25 days annual leave plus bank holidays
  • 1 additional day off on your birthday
  • Salary sacrifice pension contributions (5% employee and 4% employer)
  • Annual leave purchase scheme giving the opportunity to buy up to five days annual leave per year
  • Support for professional subscriptions
  • Access to an online platform of flexible benefits and access to thousands of discounts
  • Bi-annual eye test vouchers
  • 4X Death in Service benefit
  • Access to the Employee Assistance Programme offering free confidential counselling and access to medical professionals 24/7.

Prospects

This is an exciting proposition to join a growing organisation who offer excellent opportunities to progress your career. Support for future qualifications will be keenly provided to enable the successful applicant to further their knowledge and ability in the role.

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