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Financial Advisor - IFA - Exeter based

Focus Search and Selection
Job LocationSidmouth
EducationNot Mentioned
Salary40,000 - 70,000 per annum
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent , full-time

Job Description

My client has a very strong reputation in the Exeter region, providing their clients with Independent Financial Advice. They are looking for an experienced Financial Adviser to look after a book of high net worth clients which will be supplied by the business.You will be part of a team of Independent Financial Advisers but manage your own diary and daily activities to maximise growth opportunities.You will have full use of the Administration and Paraplanning team, to make sure that a high level of customer service is offered at all times.The Independent Financial Adviser will carry out the following:

  • Attend regular meetings with the technical team and colleagues.
  • Expand the customer base through referrals and direct contact.
  • Complete all documentation required by the business.
  • Act in accordance with the FCA Code of Conduct for company representatives.
Skills and experience:
  • Ability to build / maintain strong customer relationships.
  • Professional approach.
  • Drive and determination to succeed.
  • Strong communication skills.
  • Working knowledge of computer systems.
You WILL be required to hold the Level 4 qualification as a minimum in Financial, although Chartered qualified is a preference.Dont delay, apply today for a confidential conversation.Due to the overwhelming application response we receive through various sources, should you not hear from us within one week then please assume your application has been unsuccessful.Please note that our client is an equal opportunities employer and adheres to all relevant legislation and offer services regardless of age, race, sex, disability or religious belief.By using Focus Search and Selection, you signify your assent to our Privacy Policy. You can view this on our website.

Keyskills :
AdviserCommunication SkillsFinancial AdviceFinancial Services

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