A long established, well regarded Financial Advisory organisation with a solid reputation for providing clients with trusted long-term advice seek an IFA to join its Bath office. The Company are proud to provide independent, holistic advice to clients on a UK wide range of products that complement the clients' personal goals and objectives. The role is based out of the office in Bath, where you will receive client/lead generation, full back office support, professional development opportunities and guidance whenever required.
Responsibilities
Undertake frequent client meetings with existing and prospective clients.
Provide holistic financial planning to prospective and existing clients, meeting their financial goals and objectives.
Act in a compliant manner, deliver an outstanding level of customer service and ensuring you adhere to the FCA rules and regulations.
Professionally service the needs of existing clients, create new opportunities via networking and referrals and look to build a network of professional introducers.
Generate a pipeline that meets and extends beyond planned business targets.
In line with business standards, ensure all client data, business transactions and information are recorded in a timely manner.
Attending seminars and conferences.
Going forward, you will be fully supported in successfully completing regulatory training as well as achieving the Financial Qualifications to give holistic financial planning for private clients encompassing pensions, investments and protection.
About You
Hold the Level 4 Diploma in Financial Services
Experience working in a client facing role
Self-motivated and hungry to succeed
Professionalism, gravitas and integrity
Strong communication skills with clients, administration staff and management
IT Literate
Keen to pursue further industry qualifications for professional development and desire to increase technical knowledge in specialist areas
Associate IFA, Bath (TB-1347)
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