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Permanent

Employed Independent Financial Advisor

Ramsey
money-bag 10000-500000 Annual
Posted 2 days ago

I am excited to be recruiting a proactive and professional Independent Financial Adviser (IFA) to join my client''s growing and ambitious firm looking after a strong portfolio of high net worth clients. This is an exciting opportunity to become part of a business with a strong reputation in the local community, where client relationships, professionalism, and high standards of advice are at the heart of everything they do. The team prides it''s self on a supportive, collaborative culture where people are encouraged to develop and succeed as the business continues to grow. The Role You will provide competent, compliant financial advice to clients in line with FCA regulations and the firm s procedures, helping them make informed financial decisions and achieve their goals. Key Responsibilities Deliver high-quality financial advice in accordance with FCA rules and firm procedures Maintain accurate records in line with FCA and internal compliance requirements Keep up to date with product, technical, and legislative changes Comply with the firm s Training and Competence and Compliance procedures Act in line with Consumer Duty principles to support good client outcomes Build strong client relationships and deliver excellent customer service About You We are looking for someone who is professional, organised, and client-focused, with the ability to build trust and deliver high standards of work. You will have: A relevant FCA-approved financial qualification Strong knowledge of ..... full job details .....

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