Independent Financial Adviser
other jobs KFS Recruitment
Added before 3 Days
- England,London,Greater London,Croydon
- full-time
- £60,000 - £65,000 per annum
Job Description:
Role and Responsibilities:
Client Management: Provide financial advice to a portfolio of existing clients, focusing on investments, retirement planning, tax planning, and estate management
Relationship Building: Build long-lasting relationships, ensuring client satisfaction, retention, and referrals
Financial Planning: Conduct comprehensive financial reviews, assessing each client’s unique needs, goals, and risk profiles to deliver personalized financial plans.
Product Recommendation: Utilise a wide range of products and services to meet client objectives, staying compliant with regulatory standards
Ongoing Service: Conduct regular reviews with clients, keeping them informed of their portfolio’s performance and any new opportunities
Grow you client bank: Gain new clients via referral, professional connections etc.
Skills/experience required:
Qualified IFA: Diploma in Regulated Financial Planning (DipFA) or equivalent and CAS essential; full CeMAP qualification is a plus, Chartered status or near to an advantage.
Proven Experience: At least 3+ years in a financial advisory role, with a strong track record in managing and growing a client bank.
Strong Communicator: Excellent interpersonal and communication skills, with the ability to explain complex financial concepts in a clear and approachable way.
Client-Centric Approach: Demonstrated ability to prioritize client needs and build trusted relationships
Regulatory Awareness: In-depth knowledge of regulatory requirements and commitment to maintaining compliance.
Additional information:
Flexible Working Options: Flexibility with office-based, remote, or hybrid working
*Basic salary - likely to be in the range of £60-65,000 + attractive commission structure
*Existing Client Bank: Immediate access to a client bank.
*Ongoing Support: Administrative and paraplanning support to help you focus on delivering quality advice.
*Career Development: Opportunities for professional growth and advancement within our expanding firm.
*Competitive Compensation: Attractive salary with performance-based incentives.
Client Management: Provide financial advice to a portfolio of existing clients, focusing on investments, retirement planning, tax planning, and estate management
Relationship Building: Build long-lasting relationships, ensuring client satisfaction, retention, and referrals
Financial Planning: Conduct comprehensive financial reviews, assessing each client’s unique needs, goals, and risk profiles to deliver personalized financial plans.
Product Recommendation: Utilise a wide range of products and services to meet client objectives, staying compliant with regulatory standards
Ongoing Service: Conduct regular reviews with clients, keeping them informed of their portfolio’s performance and any new opportunities
Grow you client bank: Gain new clients via referral, professional connections etc.
Skills/experience required:
Qualified IFA: Diploma in Regulated Financial Planning (DipFA) or equivalent and CAS essential; full CeMAP qualification is a plus, Chartered status or near to an advantage.
Proven Experience: At least 3+ years in a financial advisory role, with a strong track record in managing and growing a client bank.
Strong Communicator: Excellent interpersonal and communication skills, with the ability to explain complex financial concepts in a clear and approachable way.
Client-Centric Approach: Demonstrated ability to prioritize client needs and build trusted relationships
Regulatory Awareness: In-depth knowledge of regulatory requirements and commitment to maintaining compliance.
Additional information:
Flexible Working Options: Flexibility with office-based, remote, or hybrid working
*Basic salary - likely to be in the range of £60-65,000 + attractive commission structure
*Existing Client Bank: Immediate access to a client bank.
*Ongoing Support: Administrative and paraplanning support to help you focus on delivering quality advice.
*Career Development: Opportunities for professional growth and advancement within our expanding firm.
*Competitive Compensation: Attractive salary with performance-based incentives.
Job number 1843689
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Company Details:
KFS Recruitment
KFS began its journey in January 2016. After working in the Financial Services Recruitment sector for 10 years, Kerry Stephens realised it was time to...