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New IFA Opportunity Available Stoke, Up To £80K/Annum!

MVP Recruitment Limited
Job LocationStoke-on-Trent
EducationNot Mentioned
Salary50,000 - 80,000 per annum, inc benefits
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent , full-time

Job Description

MVP Recruitment is an established Financial Services recruitment firm working with many of the top financial advisory firms in the industry nationwide.Our client is a whole of market and long-standing business that has been active for nearly 30 years, with specialties in Investments, Pensions, Trust Planning and IHT Planning.They are very much a client-centric firm and are undergoing an exciting phase of growth and expansion, with some exciting propositions that very much favour and promote employee ownership.They are looking to bring on an experienced Financial Planner to join their business who mirrors their attitude to relationship building, long term business and new business development. Our client also has its own CIP, but does not insist it is used, andis platform agnostic.Career progression, flexible working, great benefits, and a tailored bonus structure are all on offer here for the right individual.The client is willing to pay up to £80,000/Annum DOE.Responsibilities

  • Regularly meeting with clients to understand their current finances and future plans.
  • Researching financial products and explaining details of products so that clients can make informed choices.
  • Preparing clear recommendations to clients as and when required.
  • Negotiating with providers of financial products where appropriate.
  • Producing standard financial reports.
  • Keeping clients regularly updated about their investments.
  • Ensuring that records are detailed and kept up to date.
  • Actively seeking new areas of business and keeping Management informed of new opportunities.
  • Actively build on existing client base, looking for opportunities for referrals.
  • Using existing network for new opportunities.
  • Professional requirement should be considered a requirement.
Requirements
  • Candidate would ideally be Chartered (Adv.DipFA/APFS/Level 6 CISI) or part-Chartered and completing exams.
  • Candidate must be level 4 qualified (DipPFS/DipFA/CISI Level 4 Diploma with Financial Advice)
  • Must be fully qualified to deliver Investment and Pensions advice and have at 3-5 years experience in a similar role.
  • Well organised and IT literate.
  • Excellent communication skills, both verbal and written, and ability to communicate with colleagues and clients at all levels.
  • Self-motivated, with an ability to work and think under own initiative.
If you are suitable for the role, then please send your CV in!If you know any friends or colleagues that may be looking for a new role and are suitable, then please do not hesitate to refer them. There is a referral fee of a maximum £100 if any successful referrals are placed.Please Note: If you do not receive a response with 10 days, it is likely that you have not been shortlisted for the role.

Keyskills :
Client ServicesFinancial ServicesInvestmentsPensionsRelationship Management

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New IFA Opportunity Available Stoke, Up To £80K/Annum! Related Jobs

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