- Job reference
- Epsom, Surrey, United Kingdom
- Start date
- To be arranged
- IFA jobs
- Contract type(s)
- Full time
- Date posted
Description, duties, responsibilities
£Negotiable to £55,000 depending on experience + bonus , training and career support and progression, staff pension scheme
My client is a successful UK and international financial planning firm and through expansion they require an additional IFA to join the team. Your main role is to provide advice to new and existing clients and provide regular reviews. You will have full support with administration and paraplanners who will offer the highest level of service to the company clients. As a member of the team, you will play a key part in the overall performance of the company.
You will be able to offer detailed and structured financial planning advice including cashflow modelling, product and investment analysis. You will also be expected to keep up to date, compliant and knowledgeable on current products, techniques, legislation, qualifications and courses required by the company or the industry.
You must be Level 4 - Diploma of Financial Planning and have previous IFA experience within the UK IFA market. You must have excellent communication skills and knowledgeable in pensions, investment, IHT Planning and retirement Planning.