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Expert Financial Services Consultant
2 months ago
About the Opportunity
A rare chance has emerged for a seasoned Financial Advisor to join a highly respected Independent Financial Advisory firm, based in Birmingham. This unique opportunity allows you to leverage quality leads and existing clients while working from home.
About Us
The business prides itself on continually improving its client proposition, which has earned it recognition in the industry press. As an IFA, you will be part of a team that values excellence and is committed to delivering exceptional services to its clients.
Your Key Responsibilities
As a Financial Advisor, your primary goal is to provide expert advice to clients through a combination of in-person meetings, Microsoft Teams sessions, and utilizing company regional offices. You will be tasked with understanding clients' current and future goals, designing personalized strategies, and matching their objectives. Additionally, you will convert business opportunities provided by the company's marketing initiatives and build the portfolio through proactive activities such as referrals, networking, and social media utilization.
Requirements
To succeed in this role, you should hold a Level 4 Diploma in Financial Advice and have CAS status for financial planning advice. The ideal candidate will have a proven track record in converting business opportunities, with individuals close to Chartered status being preferred. Full back-office support is available, including specialist administrators, paraplanners, compliance managers, and other resources that enable you to focus on client relationships.
Training and Development
The firm invests in the professional growth of its IFAs, providing access to in-house training programs and support towards becoming a Chartered Financial Planner. This commitment to development ensures that you stay up-to-date with industry developments and maintain a high level of expertise.
Benefits
This role offers a salary range of £50,000 to £75,000, subject to experience and qualifications. You will also receive holiday pay, phone, laptop, and a bonus structure to enable excellent OTE (On Target Earnings). The position is home-based with occasional travel to meet clients and utilize regional offices if preferred.
