Experienced IFA

Reference:
VAC-178
Sector:
Wealth Management
Salary:
Salary negotiable
Town/City:
Leeds
Contract Type:
Permanent

Vacancy – Experienced IFA 2017


As a result of continued growth, a new opportunity has arisen for an experienced Chartered Financial Planner or Independent Financial Adviser.


The Role:
A Chartered Financial Planner or Independent Financial Adviser.  Working within an established and successful Chartered Financial Planning business Dealing in all areas of advice for High Net Worth clients
 
Relevant Skills and Knowledge
The requisite technical knowledge and qualification (mandatory level 4 and either fully qualified to level 6 or working towards it) Experience across all areas of advice including complex pensions and investments work Experience of working with an existing book of clients Educated to GCSE level or equivalent with grade C or above in Mathematics & English Able to use software packages such as Excel/Word/Outlook
 
Beneficial Knowledge and experience of corporate advice, including workplace pensions and death in service, would be an advantage A good working knowledge of IRESS Adviser Office
 
Specific Responsibilities
Prospect and contact potential clients in accordance with the firm’s business plan and supervisor’s guidance Provision of advice to clients in a compliant manner as detailed in the firm’s compliance manual and procedures Ensure sufficient client information obtained and analyse information gathered Undertake sufficient product and market research Ensure suitable recommendations are made. Ensure all supporting documentation is maintained Ensure a current statement of professional standing (SPS) is held at all times Attain and maintain level of competence as required by the firm Maintain all standards of performance as required by the firm Ensure relevant CPD is maintained and recorded accurately Essential To be able to work on own initiative with great attention to detail Strong interpersonal skills, drive & energy Motivated by working in a fast paced environment  Organised and able to prioritise
 
Benefits
 
35 hour working week Pension Scheme – Employer contribution 4% of salary provided Employee pays 4% (gross) Death in Service cover – 3 times basic salary Group PHI cover 25 days holidays + bank holidays