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My client who are a well respected IFA practice are now recruiting for a Financial Adviser.
Basic salary is up to £45,000 + bonus OTE £65,000 + benefits.
Relevant Skills and Knowledge
Whole of market financial services knowledge and Level 4 Diploma Qualification/CAS status
Provision of advice to clients in a compliant manner
Comply with the Financial Services and Markets Act 2000, the FCA Statements of Principle & Code of Practice and the relevant FSA rules at all times.
Comply with the relevant Compliance, T&C and Anti-Money Laundering Procedures of the firm at all times.
Keep up to date with all relevant product, legislative or technical changes
Prospect / contact potential clients to ensure sales targets are met.
Ensure sufficient client information obtained and analyse information gathered.
Undertake sufficient product and market research in conjunction with Paraplanners.
Meet client review service standards of the business
Ensure suitable recommendations are made.
Ensure all supporting documentation is available and maintained.
There is an Excellent Salary, Bonus & Benefits Package Available!
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