Independent Financial Advisor Job in Bishop's Stortford, Hertfordshire. Apply for the latest Bishop's Stortford, Hertfordshire jobs in Accounting/Financial/Insurance.
Independent Financial Advisor Job in Bishop's Stortford, Hertfordshire
Job Description
An exceptional, reputable, Wealth Manager and Law Firm based in a fabulous location, in Hertfordshire, currently requires a qualified and experienced Independent Financial Advisor to join it's friendly and vibrant team.
You will manage an existing book of HNW / UHNW clients and new clients coming to the business. The position offers a solid long-term career, a generous base salary, a comprehensive benefits package, and bonus, alongside on-going support, and career development. Lovely, modern offices, providing a pleasant and welcoming working environment.
It is looking for people with the right approach as much as someone with the right qualifications. Someone who can respect the traditions of the past but also have the vision to look for modern solutions
IFA Main Tasks
Contacting clients and setting up meetings, either within an office environment or in clients' homes or business premises
Conducting in-depth reviews of clients' financial circumstances, current provision, and future aims
Analysing information and preparing plans best suited to individual clients' requirements
Completing risk analyses
Researching the marketplace and providing clients with information on new and existing products and services
Designing financial strategies
Assisting clients to make informed decisions
Researching information from various sources, including providers of financial products
Reviewing and responding to clients changing needs and financial circumstances
Liaising with head office and financial services providers
Communicating with other professionals, such as estate agents, solicitors, and valuers
Keeping up to date with financial products and legislation
Producing financial reports
Contacting clients with news of new financial products or changes to legislation that may affect their savings and investments
Meeting the regulatory aspects of the role, e.g., requirements for disclosure, costs of the services provided and the advised products.This Financial Advisor job description is not a definitive list or exhaustive list of responsibilities but identifies the key responsibilities
IFA Personal Attributes
Well organised
To have good time management skills
Can use own initiative
Can prioritise own workloadIFA Competencies
Diploma Level 4 in Financial Planning
Excellent IT skills
Good communicator both oral and written
Works well in a team Other Factors
Can work to deadlines
Works well under pressure
Job Type: Permanent, Full Time
Location: Bishop's Stortford, Hertfordshire
Category: Accounting/Financial/Insurance
City: Bishops Stortford
County: Hertfordshire
Country: United Kingdom
Salary: £50000 – £75000/annum Comprehensive Benefits. Bonus. Clien
Benefits: Comprehensive Benefits. Bonus. Clien
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