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IFA Financial Planner Award winning Chartered firm (London)

Reference:
VAC-176
Sector:
Wealth Management
Salary:
Salary negotiable
Town/City:
London
Contract Type:
Permanent

This role is fully supported by in-house investment specialists, technical experts and administrators enabling advisers to focus on advice.

Are you a qualified, target driven IFA with confident presentation skills?

Our client requires two IFAs to complement their existing Advice Teams based in the City of London.

Duties

Provide holistic advice to high net worth and mass affluent private and SME clients.

Meet with new and existing clients for reviews and explain the service whilst taking them through the financial planning process.

Servicing existing client bank & new introduced – don’t need to bring own clients.

Study leave provided along with support for further exams & professional development.

Full Paraplanning and admin support provided - no need to produce your own reports.

Handover provided by adviser to the support team to produce clear, technically accurate, compliant and concise financial planning reports for clients, including high level financial plans based on their entire financial position, suitability reports and regular investment review reports.

To secure this high value role you must have

A highly qualified Financial Planner.

Minimum 2 years client facing experience.

Proven track record in terms of client facing skills backed up by excellent fee generating track record.

An in depth technical knowledge and understanding of all financial planning areas.

Excellent questioning and listening skills particularly in uncovering clients’ objectives.

Strong interpersonal skills, with excellent communication (verbal and written) and the ability to build strong, lasting relationships.

This role is fully supported by in-house investment specialists, technical experts and administrators enabling advisers to focus on advice.