IFA

Job reference
1258CF37
Location
Epsom, Surrey, United Kingdom
Start date
To be arranged
Sector(s)
IFA jobs
Contract type(s)
Full time
Salary
£40,000-£60,000
Date posted
02/11/2018

IFA

Surrey

£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.

Ref: 4934

Recruitment Connection
Company
Recruitment Connection
Website
http://www.recruitment-connection.co.uk
Phone
01372 237058