Employed IFA at a leading IFA firm in the South West.
A fantastic new opportunity to join a well established and growing IFA firm in the South West. Looking for candidates who already hold a full level 4 diploma qualification as well as someone with experience in the market who is providing advice and has their own client bank with FUM. Offering great flexibility as this role will mostly be on a work from home basis with a competitive salary and an excellent benefits package. Key areas of experience need to be in advising clients on all aspects of financial planning including Investments, Pensions, Mortgages and Protection.
Some of the responsibilities of the role are as follows.
Prospect / contact potential clients in line with the business’s plan.
Undertake product and market research.
Provide holistic Financial Planning to prospective and existing clients.
Following up on all enquiries in a timely manner.
Generate a business pipeline sufficiently to meet your business targets.
Recognise new business opportunities.
Ensure client information is sufficiently gathered and analysed.
Ensure relevant CPD is maintained, recorded accurately and ensure on going CPD.
Maintain and ensure client files are kept up to date.
Undertake fact finding, presentations and service review meetings for clients.