Independent Financial Advisor

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Our client based in norwich is looking to recruit a highly motivated Independent Financial Advisor to join their team. The individual will be required to advise on a full range of financial matters and will be able to provide an efficient and comprehensive service to all clients with high levels of client care.

You will be a self-starter and expected to develop and own client relationships.

Key Duties and Responsibilities:

* To provide an ongoing service to existing clients.
* To work with Partners and Fee Earners to develop new financial services business.
* Review clients’ portfolios in accordance with ongoing service agreements.
* Clearly identify client needs, analyse and research the market in order to make suitable recommendations.
* Maintain performance standards.
* To ensure work complies with FCA regulations and best practice.

Qualifications

Essential

A diploma level financial services qualification.

Statement of Professional Standing from an approved Accredited Body.

Desirable

Degree (or equivalent experience)

Knowledge

Essential

Detailed understanding of Investments, Pensions and Inheritance Tax Planning.

Desirable

Trust Investment experience.

Skills

Essential

Excellent communications skills

Excellent problem identification skills

Excellent listening and questioning skills.

High level of attention to detail.

Clear understanding of Money Laundering Regulations.

Up to date knowledge of product, technical and legislative changes in market place.

Desirable

Business Development and Marketing skills.

Competencies

Essential

Confident in front of clients;

Ability to prioritise workloads and meet deadlines and to work in an efficient matter.

Ability to communicate technical issues to non-specialist audience.

Excellent written and numeracy skills.

Attributes

Essential

Hardworking, proactive and confident

Highly professional and a strong empathy with clients.

Excellent presentation and communications skills.

Desirable

A client following.

Hales Group Ltd collects and keeps information from applicants, so that we can monitor our recruitment process, ensure compliance with the Equal Opportunities policy, and when appropriate send you details of future job opportunities. We keep your name and address, and details of your application. If you do not want us to do this please contact your local branch.

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