Financial Advisor - Brighton, United Kingdom - Reed Insurance

Reed Insurance

Verified Company

Brighton, United Kingdom

3 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

Reed have been engaged to support private wealth management company, providing investment management services and financial planning solutions to private clients.

The Company have a strong, dynamic culture where everyone feels part of a team and where theycan have fun and grow in their career, with a passion for excellence and customer service.

They are looking for an IFA to join them at their office in Brighton whilst having the benefit of a developing hybrid working environment.

About the Role

Strong client skills and service ethos able to build and maintain relationships of trust across a diverse client base.
Report writing able to produce high quality report writing showing high technical ability
Financial Planning able to produce high quality financial planning demonstrating strong technical knowledge to ensure the best outcome for the client.
Quality of reviews possesses strong KYC and relationship management skills, a good ability to follow processes, achieving reviews within 12 month rolling window; has technical knowledge of products and procedures as well as ongoing relevant upto date knowledgeof law and regulation.
Team work and conduct able to work proactively to support your team where relevant, displaying professional conduct, personal presentation and attitude.
Prioritise and manage workload has a strong understanding of the need to and is able to prioritise workload while balancing client meetings and maintaining strong communication and relationship with clients.

Essential Attributes:

Demonstrate a strong technical knowledge and understanding of all financial products
Be level 4 diploma qualified as a minimum
Have a minimum of 3 years' industry experience
Excellent communication skills, both verbally and in writing

In return, the client offers

Autoenrolment pension scheme with Aviva 5/3% split, where employees can pick their own funds
Hybrid / flexible working
Death in service life assurance at 3x salary
Private medical insurance for the employee and discounted rates for family
Eyecare vouchers
Financial and other support in qualifications and progression, all the way to chartered

For more information please contact Hannah at REED.