My client an epic company supporting Investments and Pensions with a wonderful Teams link is recruiting a hugely skill Financial Advisor with strong background as a Financial Advisory skills within an IFA Financial Services Firm. It is a great opportunity linked to the following.
Skills and Knowledge Requirements :-
- Must have a minimum of 5 years' experience with giving advice to clients within the Financial Services Industry
- Must have obtained a Diploma and working towards Chartered status with the CII or equivalent governing bodies
- Must have an in date SPS in issue from CII or equivalent governing bodies
Main Purpose of the Role:
- To provide a comprehensive financial planning and advice service to new and existing clients of the company, with particular reference to investments, pensions and protection, tax efficiency Duties and Responsibilities:
- Manage and attend client meetings, both on and off site, advise clients on all aspects of investment, Tax management
- Write up the post meeting file notes and collate relevant documentation in preparation for it to be passed to Technical Support
- Update all relevant meeting information onto systems for record keeping and the report writing process
- Collate the relevant and necessary information about the client's past and present financial arrangements to enable a full financial needs analysis to be carried out
- Collate the relevant information to be able to assess the client's attitude to risk including their willingness and ability to accept risk within the company, ' Know Your Client procedures
- To be able to take a theoretical approach to the assessment of the relative merits of financial planning and investment options using appropriate analytical systems and relevant data
- To ensure that all relevant information is recorded on client file
Financial Advice expected:-
- Provide advice that is suitable and understandable to the client.
- To obtain relevant and necessary information about the client's past and present financial arrangements to enable a full financial needs analysis to be carried out
- To assess the client's attitude to risk including their willingness and ability to accept risk within company, & Know Your Client procedures
This is a very impressive fantastic company linked across the UK and to be considered you will need to be a very skilled Financial Advisor to step to a very strong business where the coverage to client is epic and needs to be hugely skilled as a Financial Advisor.