Career Minded IFA

16 hours ago


King's Lynn, Norfolk, United Kingdom Robinson Financial Careers Full time
About the Role

We are seeking a career-minded IFA to join our team at Robinson Financial Careers, a leading Chartered Wealth Management firm. This is an exciting opportunity for a professional to take their career to the next level and become a key player in our organization.

Key Responsibilities
  • Provide expert financial advice and solutions to clients, adhering to regulatory requirements and industry standards.
  • Identify and pursue new business opportunities, leveraging professional connections and existing client relationships.
  • Develop and maintain strong client relationships, providing proactive and excellent service to drive growth and revenue.
  • Analyse client information and provide tailored financial solutions to meet their needs.
  • Stay up-to-date with industry developments and changes that impact clients' financial situations.
Requirements
  • Minimum of level 4 diploma qualification (Chartered status or working towards) and CAS.
  • Relevant experience in a similar role within financial services.
  • Strong communication and interpersonal skills, with the ability to work with diverse client profiles.
  • Excellent organizational and time management skills, with a high attention to detail.
  • Commercial awareness and ability to explain complex information simply.
  • Strong knowledge of financial planning, with a focus on holistic financial planning.
What We Offer
  • Competitive base salary and structured bonus scheme.
  • 25 days annual leave plus bank holidays and additional birthday leave.
  • Salary sacrifice pension contributions and annual leave purchase scheme.
  • Support for professional subscriptions and access to flexible benefits platform.
  • Bi-annual eye test vouchers and 4X Death in Service benefit.
  • Access to Employee Assistance Programme for confidential counselling and medical support.
About Us

Robinson Financial Careers is a growing organization that offers excellent opportunities for career advancement. We provide support for future qualifications and encourage our employees to further their knowledge and skills in the role.


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