Independent Financial Adviser

2 weeks ago

Inverness, United Kingdom Castle View Personnel Full time

TitleIndependent Financial AdviserLocationInvernessTypePermanentHoursFull Time (part time also considered)SalaryBasic + Bonuses £100,000 OTESummaryOur client is looking to appoint an experienced and qualified IFA to manage a portfolio of clients within their Inverness Office. This excellent career opportunity would suit an experienced IFA as well as an individual with relevant sector experience, seeking to take on additional responsibility. Self employed or Employed options are available with a substantial basic and bonus structure taking on target earnings to £80,000 - £100,000DutiesClient Management: Conduct in-depth analysis and regular review meetings to understand client finances, goals, and risk.Financial Planning and Advice: Deliver bespoke financial planning solutions covering pensions, investments, savings, insurance, protection, and tax planning.Research and Analysis: Research and evaluate a wide range of financial products and providers to formulate suitable recommendations.Reporting and Documentation: Prepare and present suitability reports and associated documentation for client approval.New Business Development: Proactively generate new business opportunities and network to grow the client base.Compliance and Regulation: Ensure all activities and client records (physical and CRM) comply with internal policies, Anti-Money Laundering (AML), GDPR, and FCA regulations.Collaboration: Work closely with Paraplanners and IFA Administrators to ensure a seamless client journey and efficient case progression.Continuous Professional Development: Stay up-to-date with market trends, new products, law changes, and ongoing professional development (CPD).Qualifications and ExperienceEssential Qualification: Level 4 Diploma in Financial Planning (DipFA or equivalent) is required, along with a current Statement of Professional Standing (SPS) and Competent Adviser Status (CAS).Experience: A minimum of 2-3 years of proven experience in a financial advice or related financial services role is required.Skills: Excellent communication (verbal and written), attention to detail, analytical, problem-solving, and strong IT skills are essential.BenefitsPensionBonusesCompany CarFree parking at the officeContactFor more information please respond by email or contact Castle View Personnel on 01463 230 200.Castle View Personnel (Inverness) Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers.By applying for this job you accept our T&C's, Privacy Policy and Disclaimers which can be found at www.castleviewpersonnel.com #J-18808-Ljbffr

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