A long established and well regarded financial advisory organisation with a solid reputation for providing clients with trusted long-term advice seek an IFA to join the team. The company are proud to provide independent, holistic advice to clients on a wide range of products that complement the clients' personal goals and objectives. As part of the role, you will receive client/lead generation, full back office support, professional development opportunities and guidance whenever required.
Key Responsibilities
Meet with prospective clients on a regular basis to provide a high level of service, conducting meetings in line with company expectations.
Outline with your clients the type of on-going service they wish to receive.
To plan, work towards and generate a pipeline sufficient to meet your pre-agreed business targets.
Contact all leads supplied within an agreed timescale and updating the business with progress as appropriate.
Utilise the research panel when selecting the advice for your clients.
Ensure client files are kept up to date and well maintained.
Construct reports in line with company standards.
Communicate effectively with the administration team and other resources.
Provide clear and accountable management information.
Desire to continue your professional development, whilst increasing your technical knowledge in specialist areas.
Liaise with internal departments including Management, Marketing and Legal as well as external professional introducers and product providers.
Your Knowledge, Skills and Experience
Hold the Diploma in Financial Planning.
2-3 years’ experience in a client-facing advisory role.
A confident and charismatic individual with excellent sales and presentational skills.
Exceptional interpersonal skills and telephone manner.
High quality of personal organisational skills.
Driven and motivated to deliver business targets.
Ability to work individually as well as part of a team.
Independent Financial Adviser, Cardiff (TB-1451)
Role: Independent Financial Adviser
Location: Cardiff
Salary: £35,000 - £45,000 + Bonus and Benefits
A long established and well regarded financial advisory organisation with a solid reputation for providing clients with trusted long-term advice seek an IFA to join the team. The company are proud to provide independent, holistic advice to clients on a wide range of products that complement the clients' personal goals and objectives. As part of the role, you will receive client/lead generation, full back office support, professional development opportunities and guidance whenever required.
Key Responsibilities
Your Knowledge, Skills and Experience
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