Financial Adviser - Bletchingley, United Kingdom - Cameron James
Description
Our Clients are a Surrey based firm of Independent Financial Advisers that have been established for many years.
They provide holistic financial planning and asset management for both Private Investors and Corporate Clients and have over the years established a reputation for delivering high standards of advice and personal service.
Due to ongoing success, they require an IFA to take on an existing client bank/portfolio who ideally has a client following of their own.
This is an exciting opportunity for an enthusiastic, committed and ambitious individual to maintain and develop advice services within a sophisticated financial planning business.
Skills and Experience:
Advanced level of technical financial knowledge and expertise
A strong understanding of Financial Services Regulation and FCA
An excellent communicator, both verbally and in writing
Able to work well with a wide range of people from different parts of the business
Able to manage different projects at the same time
Organised; able to work well under pressure
Have good presentation skills and attention to detail
Able to recognise risk and potential compliance failures
Essential
Diploma in Financial Planning or equivalent Level 4 qualification as a minimum ideally chartered or working towards.
Pension Transfer Qualification (AF3 / AF7 / G60) desirable not essential
Salary will depend on experience circa £55,000 to £75,000 basic plus bonuses etc.
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