Independent Financial Advisor Job in CM23, Bishops Stortford, Hertfordshire. Apply for the latest CM23, Bishops Stortford, Hertfordshire jobs in Accounting/Financial/Insurance.
Independent Financial Advisor Job in CM23, Bishops 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 workload
IFA 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
Diploma Level 4 Essential
A very comprehensive package is avaiable, please enquire for further details
Job Type: Permanent, Full Time
Location: CM23, Bishops Stortford, Hertfordshire
Category: Accounting/Financial/Insurance
City: Bishops Stortford
County: Hertfordshire
Country: United Kingdom
Salary: £50000 – £80000/annum Comprehensive Benefits. Bonus. Clien
Benefits: Comprehensive Benefits. Bonus. Clien
Posts
0 Comments