Publisert i: Finans i Stoke-on-Trent | Posted: |
Salary: between £30,000 - £60,000 per year DOE + bonus (no limitations)
employed or self-employed depending on experience and individual preference
Location: covering Staffordshire & Cheshire areas
Hybrid with flexible hours
Our client is an outstanding Independent Financial Advice Company which provides the full range of Financial and Legal Advice. The company has an established and highly experienced Mortgage, Financial, Protection and Legal advisers. They are in the process of opening an office within the Stoke-on-Trent area, they are now recruiting employed or self-employed Independent Financial Advisers to offer high quality holistic financial advice and estate planning through their legal services.
Responsibilities:
* Conduct comprehensive financial assessments for clients.
* Develop customised financial plans based on clients' goals and risk tolerance.
* Recommend suitable investment options and monitor portfolios.
* Assess clients' insurance needs and recommend appropriate products.
* Assist with retirement planning, including estimating income needs and optimising savings.
* Provide tax-efficient strategies to minimise liabilities.
* Help clients create estate plans and minimise estate taxes.
* The successful advisers will have the ability and desire to generate new clients themselves as well as dealing with quality leads generated from our internal team and our marketing department
* Happy to be trained to take on Wills, Trusts, Tax, Probate and Powers of Attorney.
* Educate clients about financial concepts and investment strategies.
* Build and maintain strong client relationships.
* Ensure compliance with relevant financial regulations and ethical standards.
* Continuously update knowledge through ongoing education and training.
* You will be supported by high quality back-office systems for Fact Finding, document management and Solutions shaping to enable you to easily provide first class service and best advice to your clients.
* The support you will receive includes appointment booking into your diary, post-sale document production, and business submission.
Candidate Requirements:
* DIPFA L4 diploma essential.
* Minimum 5 years IFA experience.
* An in-depth knowledge of the Financial Advice sector.
* Ability to give fully regulated and compliant advice.
* You must be able to deliver high quality advice, getting to know and understand your client’s requirements and put plans in place to meet these.
* Excellent interpersonal and communication skills.
* Essential that you are a self-motivated individual.
* Happy to be trained to take on Legal as well as Financial Planning advice