Financial Planning Specialist
3 weeks ago
Financial Advisor Job Description
This is a unique opportunity to join a highly respected IFA firm as a Financial Advisor. The business typically provides existing clients for you to service, either from internal changes or retiring advisers. Your goal is to understand your clients' current and future goals and design strategies to match their objectives.
Alongside servicing clients, you will look to convert business opportunities provided through company marketing initiatives. You should also build the portfolio through proactive activities, including asking for referrals, networking, and utilizing social media.
As a Financial Advisor, you will deliver advice to clients through a mixture of in-person meetings, virtual meetings via Microsoft Teams, or in one of the company's regional offices.
Financial Advisor Requirements
- You should be a Level 4 Diploma qualified Financial Advisor with CAS status for financial planning advice.
- Our client is happy to consider individuals relatively early in their advising career, through to highly experienced.
- You should have a proven, demonstrable track record in being able to convert business opportunities.
- Individuals close to Chartered status would be preferred.
Benefits
- Salary of £50,000 - £75,000 subject to experience and qualifications.
- Plus, IFAs will receive holiday pay, phone, laptop, and bonus structure to enable excellent OTE.
- Home-based role with travel to meet clients in person and use of their regional offices if preferred.
- Self-employed option available, if you would prefer.
Location
Carmarthen
Disclaimer
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