Independent Financial Adviser
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Do you enjoy selling and working in a fast-paced environment? Are you a real business focussed salesperson who wants to earn money and progress your career within financial services? Our client is seeking an experienced Independent Financial Adviser with a strong track record of success. The ideal candidate will possess excellent communication skills and a solid understanding of the dynamic financial services sector. Company Benefits: Bonus income based on production ( 120k) Workplace company pension Competitive holiday allowance Key Responsibilities: Engage with existing clients to conduct comprehensive financial reviews, assessing their current financial situation, existing provisions and future goals using the CRM system, Finplan. Oversee the onboarding process for new members joining an established large SIPP. Analyse financial information and develop tailored plans to meet individual client needs. Complete risk assessments, fact-finding exercises and suitability reports. Support clients in making well-informed financial decisions. Monitor and respond to changes in clients'' financial circumstances and evolving needs. Stay up to date with financial products, market trends and legislative changes. Inform clients about new financial products or regulatory updates that may impact their savings and investments. Ensure compliance with regulatory requirements, including disclosure obligations, service costs and recommendations. Experience and Skills Requirements: ..... full job details .....
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