Junior Ifa

Description:

Our client is an established financial services firm that provides a comprehensive range of financial planning services, including mortgage, investment, savings, and pension planning to their clients. Having been in operation for almost 20 years, they have a long-standing and loyal client following. This is a great opportunity for an ambitious Junior Independent Financial Advisor to join a highly experienced team.

As a Junior IFA, you must be able to demonstrate a proven track record of accomplishments, exceptional communication skills, and a comprehensive understanding of the fast-paced financial services market are key requirements for this position.

Responsibilities
 

• Utilise the CRM system to conduct comprehensive financial reviews and analyse clients' current provisions and future goals.
• Contact existing clients to schedule reviews and provide assistance in making informed decisions.
• Onboard new members into a SIPP and prepare individualised plans based on their requirements.
• Complete necessary risk profiles, fact finds, and suitability letters to meet regulatory requirements.
• Stay up to date with financial products and legislation and inform clients of any changes that may affect their savings and investments.
   

Candidate
 

• Full DipFA level 4 (Essential)
• Honest
• Strong work ethic
• Primary focus on client outcome
• Excellent telephone manner
• Smart and professional appearance
• Proven track record in quality advice and client work