- Advising clients predominantly in the areas of investments and pensions.
- Maintaining the existing client base and ensuring the clients continue to receive the high levels of service they are used to.
- Become an integral part of a small team and be a source of information and resource for your more junior colleagues.
- Continue your own professional development and keep abreast of IFA industry changes and developments.
- Qualified to Diploma Level 4 and authorised to advise.
- Have experienced gained as a financial planner/adviser.
- Be able to work from our office in Bideford.
- Be happy working in a small and close knit, friendly team that focuses on client service and what is best for the client.
- Be used to working with a range of clients with different financial planning needs and requirements.
- Monday to Friday pm. 7.5hr day, or part time considered.
- No weekend or bank holiday work.
- No home visits, all client appointments are office based, or by Zoom.
- Company pension.
- Free on-site car parking.
- Complimentary hot and cold beverages throughout the day.
- Full time 21 days Annual Leave plus 8 bank holidays.
- Qualifying loyalty schemes including additional annual leave, based on length of service.
- Optional well-being days.
- Qualifying profit share scheme.
- Client referral scheme.
- Sponsored learning towards additional professional exams.
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IFA Servicing Adviser - Bideford, United Kingdom - Croft & Co
3 weeks ago
Description
Are you the qualified and experienced independent financial planner we are looking for to join our established IFA practice? The person who joins will be taking on an existing portfolio of clients and there is no requirement to bring your own business or generate leads.
Are you looking for a full-time or part-time financial adviser position? Are you just starting your career as a financial planner or are you highly experienced and looking to move from a bank or restricted adviser for example to an independent? Have you retired and are looking to work for just a few days per week? Would you like to relocate to beautiful North Devon? Please tell us your requirements and we'll see if they can be accommodated.
The objective is to find the right person who will become a committed and long-term member of the team. If you are qualified to advise and have experience, please do apply, we would really like to hear from you.
This is a fantastic opportunity to work with a small, an established, experienced, and friendly team. Croft IFA is directly regulated with the FCA and highly respected in the local area. The client portfolio regularly generates an income to ensure that you will receive a good remuneration, and this is made up of a basic salary, plus quarterly bonus payment.
The role
Essential skills
Benefits
About the company
Croft IFA is an Independent Financial Adviser authorised & regulated by the Financial Conduct Authority. We are an independent, directly regulated, team of Financial Planners based in Bideford, on the beautiful North Devon coast, with a longstanding client base in the Southwest, and further afield. Based at our current premises for over 20 years, we are proud to offer a fully independent financial planning and wealth management service to individuals, companies, trusts, and charities from our sympathetically restored property, a former Public House, on the quayside of the river Torridge.
We are a small, dynamic team of advisers and support staff straight-talking, quick-thinking, with years of experience in the industry and plenty of enthusiasm too.
From our beginnings, we've had a reputation for transparent, uncomplicated advice and providing simple solutions to complex situations. People are at the heart of everything we do, and we don't overcomplicate things.
Further information
Recruitment Rebellion Limited is advertising this vacancy on behalf of our client.
Adverts run for up to 40 days and we encourage applications during this period. The interviewing process can start at any time and adverts can be ended early if a suitable candidate is found.
?Our application process is designed to be fair, straightforward, and inclusive to engage with as many applicants as possible. If you require reasonable adjustments, please let us know.
Only shortlisted candidates will be contacted.
To give your application, the best chance of success, please:
Check that you meet the criteria for the role.
Apply with a CV that is clear, concise, and correct.
Tailor your CV to highlight your experience and relevant achievements to the position.??
