Independent Financial Adviser, Tyne and Wear (TB-1449)

Role: Independent Financial Adviser

Location: Tyne and Wear

Salary: £35,000 - £40,000 + Bonus and Benefits

A long established and well regarded financial advisory organisation with a solid reputation for providing clients with trusted long-term advice seek an IFA to join the team. The company are proud to provide independent, holistic advice to clients on a wide range of products that complement the clients' personal goals and objectives. As part of the role, you will receive client/lead generation, full back office support, professional development opportunities and guidance whenever required. 

Key Responsibilities

• Meet with prospective clients on a regular basis to provide a high level of service, conducting meetings in line with company expectations.
• Outline with your clients the type of on-going service they wish to receive.
• To plan, work towards and generate a pipeline sufficient to meet your pre-agreed business targets.
• Contact all leads supplied within an agreed timescale and updating the business with progress as appropriate.
• Utilise the research panel when selecting the advice for your clients.
• Ensure client files are kept up to date and well maintained.
• Construct reports in line with company standards.
• Communicate effectively with the administration team and other resources.
• Provide clear and accountable management information.
• Desire to continue your professional development, whilst increasing your technical knowledge in specialist areas.
• Liaise with internal departments including Management, Marketing and Legal as well as external professional introducers and product providers.

Your Knowledge, Skills and Experience

• Hold the Diploma in Financial Planning.
• 2-3 years’ experience in a client-facing advisory role.
• A confident and charismatic individual with excellent sales and presentational skills.
• Exceptional interpersonal skills and telephone manner.
• High quality of personal organisational skills.
• Driven and motivated to deliver business targets.
• Ability to work individually as well as part of a team.
• I.T literate.