- IFA experienced in pensions and investments.
- Proven track record - minimum 3 years
- A proactive approach to client care, able to take ownership of your work and meet deadlines and targets
- Able and willing to work with IT, including specialist industry software
- Have a good understanding of regulation and legislation applicable to an advisory role
- Experience in attracting and maintaining relationships with high-net-worth clients
- Able to nurture existing and generate new professional connections
- Enthusiasm, drive, determination and self-motivation to secure new business
- A high level of confidence, presentation, and interpersonal skills
- Ideally the successful candidate will be a Chartered Financial Planner however this is not essential
- They will be expected to have a comprehensive understanding of investments and pensions including (not an exhaustive list) IHT, Income Tax, CGT, Annual/Tapered Annual Allowance, carry forward, LSA and LSDBA etc.
- The candidate will be a naturally confident communicator, driven and self-motivated and able to demonstrate professionalism illustrating a strong understanding of the principles of risk, asset allocation and portfolio construction.
- They will be able to share their knowledge of the investment market with clients and our professional connections, acting as a financial coach and building trust.
- This position will provide the opportunity to lead and work towards achieving directorship.
- Hybrid working
- My client provides full dedicated administration and paraplanning support, leading back-office software (Intelliflo, Dynamic Planner, Selecta Pension) and allowing flexibility in how you work.
- Workplace pension (Aviva)
- Healthcare (Westfield)
- generous holiday entitlement
- inclusive culture promoting employee wellbeing and engagement.
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Financial Adviser - Gerrards Cross, United Kingdom - Clear IT Recruitment
Description
My client is searching for a Financial Adviser to join their growing firm based in Gerrards Cross, Buckinghamshire on a hybrid basis.
The roleWe are seeking an experienced, enthusiastic, and driven qualified Independent Financial Adviser to complement our existing team. The successful candidate will be confident in their ability to create new opportunities and service existing clients to assist with the firms' future development plans
Skills and Experience
This role demands strong communication skills as the successful candidate will be required to deal with HNW individuals including company Directors, HR and Senior Management as well as professional connections.
Please Note:
Due to the number of applications we receive we may be unable to respond to every application directly. If you have not heard from us within 3 working days, please assume your application has been unsuccessful
