IFA - SurbitonPLACEHOLDEREngland

Our client is a small firm offering independent financial advice on mortgages, investments, savings and pension planning with a solid existing client portfolio.

IFA job description

You will have a proven track record of results and be able to demonstrate great communication skills and a good knowledge of the fast moving financial services market.

You will have the following traits:

• Honest
• Strong work ethic
• Primary focus on client outcome
• Excellent telephone manner
• Smart and professional appearance
• Full Dip FA level 4 required
• Proven track record in quality advice and client work

In return we will offer:

• A competitive basic salary of c £40k depending on the candidate
• Bonus income based on production (£120k)
• Workplace company pension
• 20 days holiday
• Core working hours 8am – 5.30pm (can be flexible for the right candidate)

Responsibilities:

• Contact existing clients to carry out full financial reviews and conduct in-depth reviews of clients\’ financial circumstances, current provision and future aims using our CRM system Finplan
• Will be responsible for onboarding new members into an existing large SIPP
• analyse information and prepare plans best suited to individual clients\’ requirements
• complete risk profiles, factfinds and suitability letters
• assist clients to make informed decisions
• review and respond to clients changing needs and financial circumstances
• keep up to date with financial products and legislation
• contact clients with news of new financial products or changes to legislation that may affect their savings and investments
• meet the regulatory aspects of the role, e.g. requirements for disclosure, costs of the services provided and also the advised products.