IFA/Financial Planner

My client is a progressive national firm of Independent Financial Planners, providing their clients with Independent Financial Advice and across the UK. They have been established for over 40 years and despite their expanding size and growth. They are looking for multiple Independent Financial Planners across the country to help the business grow.

You will have full use of the Administration and Paraplanning team, to make sure that a high level of customer service is offered at all times. Also all leads are given, therefore the candidate is not expected to bring any clients at all!

Salary ranges from £55,000 - £70,000

The Independent Financial Adviser will carry out the following:

• Attend regular meetings with the technical team and colleagues.
• Expand the customer base through referrals and direct contact.
• Complete all documentation required by the business.
• Act in accordance with the FCA Code of Conduct for company representatives.

Skills and experience:

• Ability to build / maintain strong customer relationships.
• Professional approach.
• Drive and determination to succeed.
• Strong communication skills.
• Working knowledge of computer systems.