Financial Advisor

3 weeks ago

Rotherham, United Kingdom Andy File Associates Ltd Full time

**Andy File Associates Limited is working as a Recruitment Agency on behalf of our client with regards this permanent position**

**Financial Advisor**

Regulatory status Certified Function
Reports to Director
Location of role Office based with requirement to travel
Basis of role Employed full time (37.5 hours per week) but in certain circumstances can be conducted on a self-employed basis.
Purpose of role To competently provide financial services/financial advice to clients, as set out within the FCA’s rules and the firms procedures.

**Responsibilities**

To provide holistic independent financial advice to clients
- Identify and contact potential clients. Gather sufficient client information and identify client needs
- Analyse information gathered and undertake sufficient research to make suitable recommendations
- Complete all supporting documentation in an accurate manner
- Ensure that the level of service, as agreed with each client, is delivered in a timely manner
- Attain and maintain competent status as defined by the FCA and the firm
- Keep up to date with new products, technical or legislative changes within the marketplace
- Comply at all times with the Compliance and Training & Competence Schemes/Procedures of the firm
- Comply at all times with the requirements of the Financial Services and Markets Act 2000 and the FCA’s Principles, Rules and the Code of Practice for Approved Persons
- Maintain performance standards in accordance with those outlined in the Key Performance Indicators section of the firm’s Training & Competence scheme
- Via self-assessment and feedback, identify Continuing Professional Development (CPD) needs to maintain and enhance Competent status and undertake appropriate activity to meet those needs

**Critical Skills**
- Able to build and forge strong relationships
- Strong communication skills
- Analytical and ability to research
- Numerical understanding
- Ability to provide simple explanations
- Report writing, with the ability to explain financial terminology in plain English
- Provide an exceptional client service
- Strong negotiation and influencing
- Organised and effective time management
- Ability to make effective decisions

**Critical Knowledge**
- Have detailed knowledge of the FCA and the firm’s record keeping requirements
- Technical product knowledge

**Required behaviour's**
- Professional and ethical
- Flexible approach to diary management, to meet client’s needs
- Able to respect different cultural needs and diverse backgrounds
- Discretion
- Self-motivated

**Qualifications**

QCF Level 4, with CAS status

**Experience**
- Previous experience in an advisory capacity

**Salary**
A basic of £25,000 to £45,000 dependent on experience, qualifications and any retained client bank
**Bonus Scheme**
- A potential to qualify for a monthly bonus in addition to payment of the basic salary

**Benefits**
- A benefit allowance of 4% of basic salary can be used to purchase a range of flexible benefits. The benefit allowance is available after you have completed 6 months employment and is not available as additional remuneration

The benefits available are as follows:
1. Death in service scheme providing life cover of four times basic salary
2. Income protection cover set at 75% of salary, 13-week deferment payable via PAYE
3. Membership to Medicash Health scheme - Proactive Level 4
4. £50,000 critical illness cover

You can elect to have benefits costing in excess of the benefit allowance, but this will be deducted as a cost from your gross salary. Please note that benefits 3 - 4 are assessable as a P11D benefit.

**Holidays**

22 + stats (2 must be used over xmas break)

**Job Types**: Full-time, Permanent

**Salary**: £25,000.00-£45,000.00 per year

**Benefits**:

- Company pension
- On-site parking
- Private medical insurance

Schedule:

- Monday to Friday

Supplemental pay types:

- Bonus scheme

Application question(s):

- Previous experience in an advisory capacity (as an IFA)

Licence/Certification:

- QCF Level 4, with CAS status (required)

Work Location: In person

Reference ID: OEM/DF

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