Financial Services Manager

1 day ago


South Ruislip, Greater London, United Kingdom GTCO Ltd Full time

We are seeking a seasoned Financial Services Manager to join our team at GTCO Ltd. As an Independent Financial Advisor, you will be responsible for managing and growing your business in a fully integrated financial services group.

About the Role:

The role offers full flexibility, including working from home and setting own hours. You will be required to maintain adherence to FCA Individual Conduct Rules, hold detailed knowledge of FCA rules concerning pensions, investments, estate planning, and protection advice, and comply with the Financial Services and Markets Act 2000, FCA Principles, and Individual Conduct Rules.

Key Responsibilities:
  • Analyze client data and research appropriate investment options on an independent, whole-market basis.
  • Present suitable advice clearly, including charges, disadvantages, and reasons for recommendations.
  • Conduct 'Know Your Customer' (KYC) inquiries and gather sufficient information to provide suitable advice.
Requirements:
  • APFS or ACII or equivalent qualification.
  • Proven experience as a FCA Approved Wealth Manager.
  • Working knowledge of FCA and HMRC regulations.
  • Interpersonal skills, negotiation and presentation skills, analytical and investment skills, accuracy and attention to detail.
Benefits:
  • Pension scheme - statutory.
  • Commission structure: minimum of £2,000 per month billed to the business, but 80/20 in favour of the IFA individually.
  • Bonus structure.
  • Holiday entitlement decided upon by the candidate.
  • Remote working option.
Estimated Salary:

£50,000 - £70,000 per annum, depending on experience.



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