Naukrijobs UK
Register
London Jobs
Manchester Jobs
Liverpool Jobs
Nottingham Jobs
Birmingham Jobs
Cambridge Jobs
Glasgow Jobs
Bristol Jobs
Wales Jobs
Oil & Gas Jobs
Banking Jobs
Construction Jobs
Top Management Jobs
IT - Software Jobs
Medical Healthcare Jobs
Purchase / Logistics Jobs
Sales
Ajax Jobs
Designing Jobs
ASP .NET Jobs
Java Jobs
MySQL Jobs
Sap hr Jobs
Software Testing Jobs
Html Jobs
IT Jobs
Logistics Jobs
Customer Service Jobs
Airport Jobs
Banking Jobs
Driver Jobs
Part Time Jobs
Civil Engineering Jobs
Accountant Jobs
Safety Officer Jobs
Nursing Jobs
Civil Engineering Jobs
Hospitality Jobs
Part Time Jobs
Security Jobs
Finance Jobs
Marketing Jobs
Shipping Jobs
Real Estate Jobs
Telecom Jobs

Junior IFA - Surrey

Pure Resourcing Limited
Job LocationRichmond, Surrey
EducationNot Mentioned
Salary£30,000 - £120,000 per annum, OTE
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent , full-time

Job Description

Junior IFA - Surrey Our client is an established financial services firm that provides a comprehensive range of financial planning services, including mortgage, investment, savings, and pension planning to their clients. Having been in operation for almost 20 years, they havea long-standing and loyal client following. This is a great opportunity for an ambitious Junior Independent Financial Advisor to join a highly experienced team.As a Junior IFA, you must be able to demonstrate a proven track record of accomplishments, exceptional communication skills, and a comprehensive understanding of the fast-paced financial services market are key requirements for this position.Responsibilities:

  • Utilise the CRM system to conduct comprehensive financial reviews and analyse clients current provisions and future goals.
  • Contact existing clients to schedule reviews and provide assistance in making informed decisions.
  • Onboard new members into a SIPP and prepare individualised plans based on their requirements.
  • Complete necessary risk profiles, fact finds, and suitability letters to meet regulatory requirements.
  • Stay up to date with financial products and legislation and inform clients of any changes that may affect their savings and investments.
Candidate:
  • Full DipFA level 4 (Essential)
  • Honest
  • Strong work ethic
  • Primary focus on client outcome
  • Excellent telephone manner
  • Smart and professional appearance
  • Proven track record in quality advice and client work
Package:
  • A competitive basic salary of circa £40k depending on the candidate’s experience.
  • Bonus income based on production (OTE £120k)
  • Workplace company pension
  • Monday - Friday

Keyskills :
Independent Financial Advice

APPLY NOW

Junior IFA - Surrey Related Jobs

© 2019 Naukrijobs All Rights Reserved