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Self Employed IFA

Heat Recruitment
Posted 9 hours ago, valid for 25 days
Location

Cardiff, South Glamorgan CF5 1DR, Wales

Contract type

Full Time

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

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  • An IFA practice is seeking several qualified Self Employed IFAs to join their expanding team.
  • Candidates should have a Level 4 Diploma and experience in the Financial Services environment.
  • The role offers a competitive percentage of remuneration, covering various fees and compliance support.
  • Successful applicants will manage client relationships and provide quality advice based on their knowledge of UK financial products.
  • This opportunity is ideal for ambitious individuals committed to client service and looking for a rewarding career in finance.

An IFA practice currently require several qualified Self Employed IFA’s to join their expanding team.

This is an exciting opportunity for an experienced Financial Adviser to join an organisation who offers full compliance and administration support. The ideal candidate will need to be ambitious and committed to client service, have excellent knowledge of the financial services market place and be fully qualified.You'll be covered: They pay a Competitive percentage of all remuneration - fees, commission, adviser charges. Cover the FCA fees, FSCS & FOS levies, PII premiums, Software licenses and Compliance support.

Responsibilities:

  • Manage and develop profitable relationships
  • Provide in-depth assessments of client’s needs, selling benefits of products
  • Expected to manage client relationships proactively from initial set up meetings to ongoing service issues; building trust and responding quickly to client needs
  • Committed to providing quality advice and solutions through knowledge of UK financial products and services

What's needed to be considered

  • Level 4 Diploma Qualified
  • Experience of working within a Financial Services Environment
  • Excellent Communication skills
  • Strong understanding of current financial products

What’s next?

Apply today to be considered for this IFA opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. In this discussion we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements.

Apply now in a few quick clicks

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.