Do you want all the support and training you will need to become the very best IFA?
Do you thrive on making a positive impact on people’s lives?
This is a company that invests heavily in your professional development, keeping you at the leading edge of technology
Wanting you to be a success, this client will do everything they can to make it happen
If you like the sound of this, then this is the company for you
This company is an award-winning national Financial Advice company, who are fully independent and excel in providing exceptional holistic advice. They have been nurturing and supporting both Private and Corporate clients for over 50 years, actively working with numerous business partners, who trust their IFAs, with the very best paraplanner support, to advise their customers, members and staff. They are regularly asked by the media to comment on personal and business financial planning
Supporting their IFAs with excellent administration and paraplanners, as well strong marketing and business development, it really gives you the freedom to do what is best for the client
In your new role you will be:
- Providing holistic independent financial planning to prospective and existing clients as being responsible for generating business by networking and also responding to incoming enquiries
- Meeting clients, holding seminars, delivering presentations, conducting comprehensive fact finds and presenting the most appropriate financial advice for your clients
- Compiling accurate planning reports that reflect client requirements and meet the internal quality standards
- Undertaking regular service review meetings with clients, to maintain and ensure client information is kept up-to-date
- Striving to recognise new business opportunities
- Ensuring on-going continuous professional development
- Always putting your clients first
To be considered for this fabulous role, you will need:
- A Diploma in Financial Services, with experience of providing financial advice
- To be an associate and experienced adviser or a paraplanner who is keen to progress to Adviser
- A keen desire to earn six figures, whilst always putting the clients’ welfare first and foremost