Junior Independent Financial Adviser

Independent Financial Adviser

Our client is looking for somebody who can work alongside one of our most successful IFAs and take on a proportion of their client base. This person will be coming in to a successful client book and it’s a perfect opportunity for someone fully qualified who’s looking to learn from a seasoned adviser. They’ll be covering Taunton - Barnstaple area.

In this role, you will work alongside an experienced and successful IFA to support your development. They'll support you to understand your clients current and future financial goals and formulate easy to understand financial strategies, guiding your clients to financial independence.

This role will be remote/flexible working with regular visits to clients across Devon & Somerset

Key Responsibilities as our Independent Financial Adviser will include:

• Follow the Six-Stage Advice Process to build long term relationships and deliver excellent Client out-comes.
• Reviewing and responding to Clients’ changing needs and financial circumstances, keeping Introducers and Clients up to date with new financial products, or changes to legislation that may affect their Clients’ pensions, savings, investments and financial plans.
• Acquiring and developing new business from new/existing Clients and professional introducers, via personal business planning, referrals and company lead generation programme.
• Optimising the use of all marketing opportunities available, including via Social Media and networking with Introducers and other professionals to develop new business.
• Developing and maintaining good Client & introducer relationships through Client meetings, seminars and continuous feedback to the team and Contact Centre.
• Contacting corporate and individual Clients to set up meetings, either within an office environment, in the Clients' homes or business premises or virtually via Microsoft Teams.
• Conducting in-depth reviews of Clients' financial circumstances, current provision and future aims and objectives whilst analysing information, conducting research and preparing financial planning reports best suited to the individual Clients' requirements covering all areas of advice.
• Delivering accurate Management Information as requested.

What we are looking for in our idealIndependent Financial Adviser:

• Diploma in Regulated Financial Planning (or FCA approved equivalent) and to maintain CF30 status in accordance with the FCA regulations.
• Clear demonstration of a client centric approach with a well presented and articulate manner and dedication to doing the right thing for our clients.
• Excellent interpersonal skills, approachability, and professionalism. Harnessing IT skills to embrace the new virtual/digital ways to communicate with Clients.

Benefits as an Independent Financial Adviser:

• Fully Employed package with base salary to £40,000 plus bonus
• Support to build your client base and future value.
• End to end in house client journey and back-office support with full DIS, Admin and Paraplanning support.
• Client centric proposition and trusted brand reputation with compelling values and ongoing learning and development culture.
• Platform to deliver efficient and cost-effective solutions.
• Established Practice Buy Out option on exit.
• Consultative marketing support.
• IT technology through XPlan our POS system.
• Administration Support