Independent Financial Advisor

2 weeks ago


York, United Kingdom OPTIMAL RECRUITMENT SOLUTIONS LIMITED Full time

**NEW ROLE - Independent Financial Advisor**

**Location - North Or West Yorkshire - flexible / remote with travel**

**Permanent role - excellent salary and benefits. bonus plus more**

**Independent Financial Advisor (IFA)**

**Job Summary**:
It is expected that the **Independent Financial Adviser**will demonstrate a high level of leadership, organisation and prioritise to manage delivering a quality client service whilst helping to achieve the company’s financial targets. The FinancialAdviser will be expected to build relationships throughout the Company and it's respective clients. A high level of accuracy, proficiency and professionalism are key criteria in providing quality customer service to our clients.

**Expectations of the role**:
To be successful in the role and in addition to meeting the indicative tasks listed below, it is essential that the IFA - **Independent Financial Advisor** demonstrates that they consistently perform the following indicative behaviours at a high level.

**Key Objectives Skills**:
**Client Customer Service: Independent Financial Advisor**
- Develop strong relationships with staff and clients through maintaining a high level of professional integrity.
- Seeking help and advice from Directors/other Team Leaders rather than compromise a delivery timeline for a client.
- Ensure clients are kept aware of any delays if timelines are unable to be achieved.
- Actively seek opportunities and referrals.
- Demonstrate positive company image by ensuring a high level of personal presentation and adhering to the company dress standard policy.
- Able to interact effectively with people from diverse social and cultural backgrounds.
- Able to handle difficult clients effectively.
- Protect the client’s privacy and dignity and always maintains confidentiality.
- Meet the Company's GDPR policy.
- Awareness of appropriate conversations within the workplace.
- Excellent written and communication skills

**Technical Skills**:

- Demonstrates strong analytical skills.
- Has experience and an understanding of the fundamentals of financial services, FCA rules and procedures, and the financial planning advisory process
- Good knowledge of Microsoft Excel, Word, and Outlook. Some knowledge and experience with Back Office Systems (including Intelligent Office), Provider platforms, and associated advisory tools, research tools (including Financial Express, Adviser Asset, Assureweb),risk assessment tools (including Dynamic Planner).
- Able to manage and organise own time
- Problem solving skills
- Ability to use own initiative

**Attention to Detail: The Independent Financial Advisor**
- Ensures high level of accuracy in all task’s employee performs in accordance to the Company's protocols and procedures.
- Taking pride in ensuring accurate documentation and a high level of professional presentation.
- Carefully checks own work as well as the work of others in creating the final product for the client.
- Demonstrating strong multi-tasking and prioritisation skills by ensuring all work is undertaken in order of priority to meet needs of the Directors, Leaders, Managers, colleagues, and clients.
- Proactively asks for advice rather than make an error.
- Ensuring tasks are completed in a timely manner.

This position will be held at a number of different sites across the North and West Yorkshire.



  • York, United Kingdom Victim Support Full time

    We have the exciting opportunity for a full time Caseworker (known internally as an Independent Victim Advocate - IVA) to join the team in North Yorkshire. Do you want to make a difference every day? Do you want to contribute to change & improvement for those who need it? Do you have resilience & adaptability? Can you work effectively with a focus on...


  • York, North Yorkshire, United Kingdom Independent Schools'​ Bursars Association Full time

    St Peter’s School, York, is a dynamic, forward-looking HMC independent school for day and boarding pupils based a few minutes’ walk from the historic centre of York.  We are seeking an experienced and innovative HR Professional to work within a small HR team. The HR department consists of the HR Manager, a HR Advisor and a HR Administrator. The...


  • York, United Kingdom Page Personnel - UK Full time

    A new exciting Permanent Contact Centre Advisor Position in York! - To work for a reputable Non for Profit Business! **About Our Client**: Page Personnel have just registered a new exciting Permanent Contact Centre Advisor Position to work for a reputable business within the not for profit sector in York! The business are within the Healthcare Sector and...


  • York, United Kingdom Page Personnel Full time

    A new exciting Permanent Contact Centre Advisor Position in York! - To work for a reputable Non for Profit Business! **About Our Client**: Page Personnel have just registered a new exciting Permanent Contact Centre Advisor Position to work for a reputable business within the not for profit sector in York! The business are within the Healthcare Sector and...


  • York, United Kingdom BMS Performance Ltd Full time

    Huge global FMCG company - high profile brands - FTSE Top 10 business - Has been recognised as one of the top 100 places to work in Europe - Best in class training and rapid career development opportunities - Great benefits package including non-contributory pension of 16% **Agile Business Advisor - Leeds/York/Harrogate - Tobacco and Tobacco Alternative...


  • York, United Kingdom Walker Crips Full time

    **Aim and Purpose of the Role: To promote and provide a high-quality service to new, existing individuals and group corporate clients. The role will require you to work closely with and to support managers, fellow administrators, paraplanners and financial planners in their work. A primary part of the position will be liaising with colleagues, clients and...

  • HR Adviser

    1 month ago


    York, North Yorkshire, United Kingdom Independent Schools'​ Bursars Association Full time

    St Peter’s School, York, is a dynamic, forward-looking HMC independent school for day and boarding pupils based a few minutes’ walk from the historic centre of York.  We are seeking an experienced and innovative HR Professional to work within a small HR team. The HR department consists of the HR Manager, a HR Advisor and a HR Administrator. The...


  • York, United Kingdom Rockar Jaguar Land Rover Full time

    **About us** Rockar Ltd is a medium size business based in South Newbald (within easy reach of Hull, Hessle and surrounding areas) YO43 4RW. We are inclusive, innovative and customer-centric, and our goal is to deliver an amazing customer experience every day whilst working in a modern office setting with a relaxed atmosphere. **Online Experience Advisor -...

  • People Advisor

    1 week ago


    York, United Kingdom Splendid Hospitality Group Full time

    The Regional People Advisor will play a pivotal role in supporting the people operations of our varied hotel portfolio in the North of England and Scotland. Reporting to the Director of People - North who will support your ongoing development. This position will be responsible for supporting the employee lifecycle across the 9 hotels, across Scotland and...


  • York, United Kingdom Walking With The Wounded Full time

    **Job Title**: IPS Employment Advisor **Location**:North Yorkshire (Preferred York/ Leeds/Sheffield region) Hybrid (see Job Description) **Salary**: £28,000 - £33,000 (dependant on experience) **Hours**: 37.5 (e.g. 9 - 5 with half hour unpaid break) **Contract Type**: Permanent **Company benefits**: - 5% Employer Pension contribution - Employee...

  • Retail Travel Advisor

    4 weeks ago


    York, United Kingdom TUI Group Full time

    York, United Kingdom- - 126881- - Onsite- - Permanent- - Part Time- - 30Salary £18,840 - Joining the TUI Retail Team as a Travel Advisor at our **York Vangarde shop**, we will help you become a destination expert so that you can recommend and sell holidays, Cruise, UK Breaks and additional products. You’ll put all customers at the heart of our business by...

  • Residence Advisor

    4 weeks ago


    York, United Kingdom EF Education First Full time

    Residence Advisor (Summer) York Full Time/Fixed Term Are you looking to progress in your career, whilst gaining experience within a truly global organisation? Are you ready to take on the responsibility of ensuring the welfare of our international students and helping them feel at home while in the UK? If so, challenge yourself this summer by working...


  • University of York, United Kingdom University of York Full time

    **Department**: Student Administration and Academic Affairs (SAAA) works to enable an excellent experience for students during their time at the University of York, providing information, advice, guidance and support to students from enrolment through to graduation. SAAA also provides advice and guidance to colleagues across the University who rely on its...

  • Sheq Coordinator

    6 days ago


    York, United Kingdom Hunter Mason Full time

    **SHEQ Co-ordinator** **York** **Salary negotiable based on experience** The SHEQ (Safety, Health, Environment and Quality) coordinator will supervise and coordinate work systems to ensure that the business meets the highest quality, safety, and environmental standards. We are striving toward ISO accreditation in these areas and the SHEQ coordinator will...


  • York, United Kingdom Pratap Partnership Full time

    A prestigious boutique Wealth and Investment Management firm located in the heart of Yorkshire, are seeking to appoint a Client Servicing Lead to join their growing team. In this crucial role, you will ensure regular client contact and facilitate meetings with Advisers to review their accounts. Joining as Client Services Manager offers an opportunity for...

  • Finance Apprentice

    6 days ago


    York, United Kingdom Walker Crips Group Plc Full time

    **Our Philiosophy** At Walker Crips, our missions is to make investment rewarding for our **clients**, our **shareholders** and our **staff**, and give our customers a fair deal. We support our financial advisers and our staff by being a technology driven financial services company. **Our Values** Founded on traditional values of **integrity, courtesy,...

  • Retail Travel Advisor

    1 month ago


    York, North Yorkshire, United Kingdom TUI Cruises GmbH Full time

    Salary £21,500 (FTE) Joining the TUI Retail Team as a Travel Advisor at our York Vanguard shop , we will help you become a destination expert so that you can recommend and sell holidays, Cruise, UK Breaks and additional products. You’ll put all customers at the heart of our business by creating unforgettable holiday experiences that make us the...


  • York, United Kingdom Nimbuscare Ltd Full time

    **Job Summary**: At Nimbuscare, we recognise that good governance can only happen when an organisation sees scrutiny and challenge as opportunities to learn and improve. We are seeking an experienced, skilled and compassionate senior leader for the role of Associate Director of Clinical Governance. You will have experience of clinical governance in either...

  • Head of Finance

    1 month ago


    York, United Kingdom Axon Moore Full time

    Axon Moore are currently partnering a leading York based distributor as they search for a Head of Finance to join their organisation. The business is very well placed to take advantage of new opportunities in the market & looking for the Head of Finance to join them on the next phase of their journey. The role of Head of Finance is fundamental to the future...

  • Beauty Advisor

    4 weeks ago


    York, United Kingdom Clarins UK Ltd Full time

    **Ready to bring passion into your career?** Clarins is not only a fast-growing, leading beauty company, we’re also a committed, family-owned enterprise with a fiercely independent and pioneering spirit. As one of the top skin care companies worldwide, with a strong position in Europe and America and growth accelerating in Asia, we’re looking for **Full...