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IFA/Financial Adviser/Wealth Manager

Coast Specialist Recruitment
Job LocationCambridgeshire
EducationNot Mentioned
Salary£50,000 - £70,000 per annum
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent, full-time

Job Description

A progressive career role has arisen within a highly reputable, well established independent financial advisory practice . They are looking to bring an advisor into their growing team due to ongoing growth within the business.You will provide clients financial advice and make recommendations on how to best meet their goals. The ideal candidate will be able to research the marketplace on available products and services, identify customers needs, design financial strategies and gain commitment from clients to proceed with your recommendations.The Role

  • Provide strategic advice across a variety of financial products and services (Pensions, Investments & Savings, Protection)
  • Assess client’s financial circumstances, understand their needs and develop a comprehensive financial plan
  • Make recommendations to clients that meet their goals and ambitions
  • Cultivate the client base and build relationships
  • Keep abreast of new industry developments and research the market to ensure that knowledge is current
  • Keep up to date with financial products and legislation and comply with all industry rules and regulations
    • Requirements
  • Experience as a Financial Adviser or relevant experience
  • Accuracy, attention to detail and the ability to explain complex information clearly and simply
  • Qualified to Level 4 Diploma in Financial Planning as a minimum
  • Good knowledge of compliance, TCF, Data Protection Act and
  • Anti-Money Laundering requirements
  • Excellent communication skills and the ability to ask appropriate questions of clients
  • Good analysis skills, money management skills and planning skill
  • Should be enthusiastic and willing to assist clients
  • Ability to manage own workload.
  • Flexibility/ adaptability to cope with change
    • Required skills
  • Advisory
  • Financial Advice
  • Financial Advisory
  • Financial Planning
  • Investments

    • Keyskills :
    Advisy Financial Advice Financial Advisy Financial Planning Investments

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