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Job Location | Broxbourne |
Education | Not Mentioned |
Salary | 45,000 - 50,000 per annum |
Industry | Not Mentioned |
Functional Area | Not Mentioned |
Job Type | Permanent , full-time |
IFA (Client Servicing) Role - Independent Financial Adviser - No sales or individual targets - Broxbourne - up to c£50k base + bonus - 25 days holiday + bank holidaysAbout the company:This small but successful firm have been operating since 1990 and, after over three decades of steady growth and development, the company now manages and advises on client assets in the region of £291m.They pride themselves on careful, organic growth and have never had to advertise, buy client banks or establish arrangements with other professionals to see success. New clients come in almost exclusively from recommendation from existing clients. This allowsthem to manage their client base with the greatest care and attention.Due to being more than 50% owned by its employees, this company sees great motivation to provide the best long term care to its employees and an extremely low staff turnover.Overview of the IFA role:- Conducting in-depth reviews of clients financial circumstances and future aims- Devising and explaining recommendations or strategies on ways to best utilize their money and achieve their goals- Analysing and re-evaluating investment portfolios based on asset allocation, risk tolerance and individual financial needs and objectives- Researching products, providers and funds on a whole of market basis, with a view to joining the Investment Committee when appropriateAttributes and experience required:- Level 4 Financial Advice Qualifications- Professional, approachable and helpful manner- Able to act with integrity- Good record keeping and time management- Accuracy and attention to detailIf you are an experienced IFA and want some more information, please apply today or contact Anna at Jenrick Commercial.