Junior Ifa

 

Description:

Our client is an established financial services firm that provides a comprehensive range of financial planning services, including mortgage, investment, savings, and pension planning to their clients. Having been in operation for almost 20 years, they have a long-standing and loyal client following. This is a great opportunity for an ambitious Junior Independent Financial Advisor to join a highly experienced team.

As a Junior IFA, you must be able to demonstrate a proven track record of accomplishments, exceptional communication skills, and a comprehensive understanding of the fast-paced financial services market are key requirements for this position.

Responsibilities
 

  • Utilise the CRM system to conduct comprehensive financial reviews and analyse clients' current provisions and future goals.
  • Contact existing clients to schedule reviews and provide assistance in making informed decisions.
  • Onboard new members into a SIPP and prepare individualised plans based on their requirements.
  • Complete necessary risk profiles, fact finds, and suitability letters to meet regulatory requirements.
  • Stay up to date with financial products and legislation and inform clients of any changes that may affect their savings and investments.
     

Candidate
 

  • Full DipFA level 4 (Essential)
  • Honest
  • Strong work ethic
  • Primary focus on client outcome
  • Excellent telephone manner
  • Smart and professional appearance
  • Proven track record in quality advice and client work

Organization Pure Resourcing Limited
Industry Accounting / Finance / Audit Jobs
Occupational Category Junior IFA
Job Location London,UK
Shift Type Morning
Job Type Full Time
Gender No Preference
Career Level Intermediate
Experience 2 Years
Posted at 2024-01-03 3:53 pm
Expires on 2025-01-24