Independent Financial Adviser

1 day ago

Woodstock, United Kingdom Independent Resourcing Consultancy Full time

Our client is a national provider of financial planning, with offices across the UK. They are currently recruiting for an experienced Independent Financial Planner to join their team in Oxon. The role comes with an existing book of clients on an employed contract.
**Specific Responsibilities**:
The key duties of the role are listed below. Due to the nature of the business, the role may also include additional responsibilities considered reasonable:

- Provide strategic advice across a variety of financial products and services (Pensions, Investments & Savings, Protection)
- Assess client's financial circumstances, understand their needs and develop a comprehensive financial plan
- Make recommendations to clients that meet their goals and ambitions
- Cultivate the client base and build relationships
- Keep abreast of new industry developments and research the market to ensure that knowledge is current
- Keep up to date with financial products and legislation and comply with all industry rules and regulations

**Experience & Skills**:
**Key requirements are**:

- Experience as a Financial Adviser or relevant experience
- Accuracy, attention to detail and the ability to explain complex information clearly and simply
- Qualified to Level 4 Diploma in Financial Planning as a minimum
- Good knowledge of compliance, TCF, Data Protection Act and Anti-Money Laundering requirements
- Excellent communication skills and the ability to ask appropriate questions of clients
- Good analysis skills, money management skills and planning skills
- Should be enthusiastic and willing to assist clients
- Ability to manage own workload.
- Flexibility/ adaptability to cope with change
- Full driving licence and own car essential

**Critical knowledge required**
- Knowledge of FCA rules relating to the financial advice process.
- Working knowledge of Compliance
- Knowledge of the current market place

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