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Independent Financial Advisor

  • Location: Greater London
  • Salary: Competitive Salary per year
  • Job Type:Permanent

Posted about 1 month ago

  • Sector: Customer Contact
  • Contact: Paul Clayton
  • Expiry Date: 20 August 2022
  • Job Ref: PC/19374

My client is looking for an Independent Financial Advisor to deliver holistic financial advice, supporting their clients to achieve their financial objectives

The role will involve:

• To develop effective relationships with clients and professional connections as one of the principal sources of new clients and maximising brand awareness

• Develop a sustainable business model for the provision of advice to clients

• Develop holistic client relationships in line with our client service proposition

• Actively seek and identify new business opportunities both internally and externally to support the growth of the business

• Provide financial advice to clients on a range of whole of market financial planning solutions

• Provide clients with an exceptional service, ensuring that all reviews are undertaken regularly and in accordance with their agreed service propositions to maintain and grow our recurring revenue stream

• Act in accordance with the Financial Conduct Authority’s (FCA) Statement of Principle and Code of Conduct for Approved Persons and all other regulatory bodies, including the Fit and Proper principles

Key Requirements:

• Financial Planning diploma qualified (ideally Chartered or working towards Chartered)

• Demonstrable financial planning experience gained with a recognised organisation

• Previously achieved CAS status