At a Glance
- Tasks: Provide expert financial advice and create tailored plans for clients' goals.
- Company: Reputable firm in Moray with a focus on client success.
- Benefits: Attractive salary, professional development, and a supportive team environment.
- Other info: Join a dynamic team with opportunities for career advancement.
- Why this job: Make a real difference in clients' financial futures while growing your expertise.
- Qualifications: Experience as an IFA and strong analytical skills required.
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.
Financial Advisor 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.
