At a Glance
- Tasks: Provide expert financial advice and create tailored plans for clients' financial goals.
- Company: Join a reputable firm in Moray with a focus on client success.
- Benefits: Attractive salary, career development opportunities, and a supportive work environment.
- Other info: Dynamic role with high earning potential and opportunities for growth.
- Why this job: Make a real difference in clients' lives by helping them achieve their financial dreams.
- Qualifications: Level 4 Diploma in Financial Advice and strong customer service skills.
The predicted salary is between 57000 - 71000 £ per year.
Our client is looking to appoint an experienced and qualified IFA to join their team based in Moray. In this employed role you will provide clients with expert guidance, researching the marketplace to recommend the most suitable financial products and services based on your client's needs and objectives and then help them put these plans into action.
Duties include:
- Providing independent advice across the full range of financial planning to an existing client bank which includes high net worth clients with more complex advisory needs.
- Meeting with clients to discuss their financial goals, assess requirements, analyse and provide recommendations on investments.
- Research whole-of-market products to find the investment options for the client.
- Present tailored financial plans that outline how clients can achieve their long-term goals.
- Ensure all financial advice and reports follow FCA regulations and ethical standards.
- Update and maintain accurate and confidential client records in line with GDPR.
- Ongoing monitoring of the investment portfolio and adjust plans as clients' requirements change.
Essential Requirements:
- Qualifications: Level 4 Diploma in Financial Advice
- Skills: Strong sales and negotiation skills, deep understanding of UK financial regulations. Excellent customer service skills and the ability to build and maintain relationships with clients. Strong organisational skills and the ability to manage a varied workload. A passion for providing excellent client service, motivated and driven to ensure advice is in the client's best interests.
Financial Advisor in Elgin employer: Castle View Personnel
As a Finance Administrator in Inverness, you will join a dynamic and supportive team that values detail-oriented individuals who are passionate about delivering high-quality financial support. The company fosters a collaborative work culture, offering opportunities for professional growth and development, while also providing a competitive salary and the potential for long-term employment. With a focus on employee well-being and a commitment to excellence, this role is perfect for those seeking meaningful and rewarding work in a thriving environment.
