Independent Financial Adviser - Waltham Cross, United Kingdom - CAPIO RECRUITMENT LIMITED

CAPIO RECRUITMENT LIMITED

Verified Company

Waltham Cross, United Kingdom

3 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

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Job Title:
Independent Financial Adviser_

- **Location: Enfield

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Salary: £45,000 - £50,000 basic, plus bonus/commission_

About the firm

Our client is a well-established, Independent Financial Adviser just outside of London with loyal clients who appreciate their personalised service.

They have a friendly working environment, which is reflected in their low staff turnover.

Their staff haveover 250 years of experience in the world of finance and as a group, they are amongst the most well qualified, across a broad range of financial skills, of any financial advice company in the UK.

They specialise in discretionary fund management, although they also offer an advisory service.

Their advice covers areas including but not restricted to, investment and savings; pensions and retirement; estate planning and wealth distribution between generations;and the efficient use of wealth to mitigate income, capital gains and inheritance taxes.

About the role

Roles and Responsibilities

Conducting and recording indepth reviews of a range of clients' financial circumstances and future aims, at various locations or over the telephone, by Zoom or post, as appropriate.
Devising and explaining recommendations or strategies to clients on ways to best utilise their money or achieve their goals.
Analysing and reevaluating investment portfolios, based on asset allocation, risk tolerance and each client's individual financial needs and objectives.
Ensuring all regulatory requirements appropriate to a registered individual are adhered to, including the annual retention of a Statement of Professional Standing.
Ensuring an adequate level of qualifications is maintained and appropriate Continuing Professional Development is undertaken and correctly recorded, including keeping up to date with legislative and product changes.
Researching products, providers and funds on a whole of market basis, with a view to joining the Investment Committee when appropriate.
Liaising with other professionals including accountants and solicitors, as appropriate.

A full benefits package is available with this role, including (but not limited to); a company wide bonus scheme, employer pension contribution without matching and 25 days holiday plus bank holidays.