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Independent Financial Adviser

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    Financial Services
    East Sussex, West Sussex

    Overview

    Sussex based IFA

    If you are looking for an IFA firm who is client focussed and in growth mode, this could be a fantastic fit for you. My client is looking for a qualified Financial Adviser to join a small but expanding team of professionals. You must be the kind of person who is client focussed rather than sales driven, as this role would require you to build long lasting relationships with clients and expand on existing ones. This firm has recently moved into a new office in the centre of a busy Sussex town where they have modernised their look and way of thinking. It is truly a great time to join the business and you could really add value to propel the firm and yourself forward.

    Responsibilities

    • Provide strategic advice across a variety of Financial products and services
    • Assess client’s overall financial picture, understand their needs and develop a solid financial plan
    • Guide clients towards a profitable and secure financial decision
    • Cultivate client base and build win-win relationships
    • Network, generate leads and grab opportunities to sell mutual funds, stocks, bonds etc to meet sales quotas
    • Keep abreast of new industry’s trends and research market to back up financial consulting
    • Oversee the course of the financial plan and update it, if necessary, to ensure profits
    • Comply with all industry rules and regulations
    • Liaise with providers, solicitors, valuers and other professionals

    Requirements and skills

    • Must be a proven and practicing Financial Adviser
    • Strong communication, negotiation and presentation skills
    • Must be able to build lasting relationships with clients and put them at the heart of everything you do
    • Level 6 Advanced Diploma in Financial Planning preferred but will also consider Level 4 Diploma
    Salary £70,000 - £80,000

    Enrolment in the firms EMI scheme

    Speak to one of our consultants 0203 764 2350



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