Clark James Recruitment are working with a highly professional firm of Independent Financial Advisers who are directly authorised by the FSA.
Our client has a strong reputation and a really dynamic attitude, they take a modern, holistic approach to financial planning.
The company works very much as a team and anyone who joins needs to enjoy that style of working.
Role - Employed IFA
The purpose of the role is to provide advice via the telephone on enquiries generated by the company Telesales Department. In addition you will provide a mortgage service to clients of our existing IFA’s and a face to face review service to the Principal IFA’s client bank.
Previous Financial Advising experience to include pensions and mortgages
Proven sales experience
Be fully diploma qualified with the capacity to get to Chartered Status
Have good all round technical knowledge
Good working knowledge of compliance requirements
Provide a holistic financial planning advice service to new and existing clients.
You will be responsible for conducting initial meetings with prospective clients both face to face and via the telephone
You will need to gather information about clients financial circumstances, goals and objectives to enable appropriate advice to be given
Maintain client relationships and be customer focused.
Be proactive and enthusiastic in your approach.
Weekly reporting to line manager.
Weekly reporting on all projects with outcomes and volumes
Quarterly reporting to the Exec committee
Adhere to working practice of a compliant environment
The Company will provide
Efficient back office support
Full Paraplanning support
Basic salary £25,000 per annum.
Bonuses are paid by way of a % of business written with OTE being c£50,000 per annum
4 week paid holiday per annum
Group Personal Pension Plan
For further information regarding this role or to discuss in the strictest of confidence please contact Justin Preston at Clark James Recruitment - 01634 673155