Independent Financial Adviser - Hove, United Kingdom - IEP Financial Ltd

IEP Financial Ltd

Verified Company

Hove, United Kingdom

2 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

Role Purpose
Financial advisers provide clients with advice on financial matters, making recommendations on ways to best achieve their objectives.

The role involves researching the marketplace and advising clients on the products and services available, ensuring they are aware of and understand those that best meet their needs.

You will be Diploma qualified (Level 4) and able to advise on the full range of products.

Responsibilities

Contacting clients and setting up meetings, either within an office environment or in clients' homes or business premises.
Conducting indepth reviews of clients' financial circumstances, current provision and future aims.
Analysing information and preparing plans best suited to individual and corporate 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.
Negotiating with product suppliers for the best possible rates.
Liaising with financial services providers and other professionals.
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.
Attending networking events.
Developing professional connections.
Maintaining and updating individual continued professional development plans monthly, to be reviewed periodically by the Compliance Officer.
Maintaining compliance with the FCA rules and principles for Approved Persons and Code of Practice.
Meeting the regulatory aspects of the role, e.g. requirements for disclosure, costs of the services provided, and also the advised products.
Act ethically, impartially and always in the best interests of clients.
Follow the internal IEP processes and procedures.
Ensure IEP meet the expectations of the FCA with regards to treating customers fairly.
Act in accordance with the terms and conditions of your employment contract.

These duties are not to be regarded as exhaustive and you may be required to perform such other and/or additional duties within your skill-set and competence as the company may require.

IEP Financial is authorised and regulated by The Financial Conduct Authority (FCA)

Salary:
Negotiable depending on experience

Additional benefits: 25 days holiday + bank holidays, company paid eye tests & flu jabs, death in service x3 annual salary, pension scheme.

Based in Hove, East Sussex.

Job Types:
Full-time, Permanent

Salary:
£30,000.00-£70,000.00 per year

Benefits: