IFA Role

1 week ago


Ipswich, Suffolk, United Kingdom CV-Library Full time

Opportunity Overview: Opus People Solutions is seeking an IFA to join our team in Ipswich. This role involves providing expert financial advice to clients while adhering to FCA guidelines and company procedures.

Key Accountabilities:

  • Deliver high-quality financial services to clients, ensuring compliance with regulatory requirements.
  • IDentify and develop relationships with potential clients, gathering essential information to inform recommendations.
  • Maintain awareness of market developments, updating knowledge to remain competitive.
  • Collaborate with internal teams to ensure seamless delivery of services.
  • Promptly address any client concerns or complaints, escalating issues to senior staff if necessary.
  • Accurately document all interactions and correspondence.
  • Demonstrate a deep understanding of industry-specific regulations, including those related to SMCR, MIFID, and PROD.

Essential Skills and Qualifications:

  • Level 4 qualification or higher.

Estimated Salary: £45,000 - £65,000 per annum, dependent on experience.



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