Senior Independent Financial Advisor

Job Details:

  • Industry: Finance, Financial Advisor
  • Address: Hove
  • Salary: Up to £75,000
  • Job Type: Full Time Permanent

Job Description:

Senior Independent Financial Advisor

Hove

Up to £75,000 DOE + performance related bonus

Full Time; Monday to Friday

A Senior Financial Advisor is required for Hunters’ financial services client. The role will be to look after an existing, mature book of clients and grow the books with a mixture of repeat business and new clients.

The role will involve providing clients with advice on financial matters, making recommendations on the best ways to achieve their objectives. Within your role, you will research the marketplace and advise clients on the products and services available, ensuring they are aware of and understand those that best meet their needs. There will be an inherited client bank and also an expectation to either bring additional clients or build the existing client bank.

Key Responsibilities:

  • Contacting clients and setting up meetings, either at offices in Hove, the clients’ homes or business premises or via Zoom
  • Conducting in-depth reviews of clients’ financial circumstances, current provision and future aims
  • Analysing information and preparing plans best suited to individual and corporate clients’ requirements
  • Researching the marketplace and providing clients with information on new and existing products and services as appropriate
  • Designing financial strategies with cashflow modelling
  • Assisting clients to make informed decisions
  • Researching information from various sources, including providers of financial products
  • Keeping up to date with financial products and legislation (CPD)
  • Producing financial reports and cashflow projections in conjunction with the paraplanning resource
  • Contacting clients with news of new financial products or changes to legislation that may affect their savings and investments
  • Attending networking events
  • Developing professional connections

Skills & Experience:

  • Experience in an IFA role and proven experience working with and developing a mature client book
  • Experience advising clients with complex needs across a broad spectrum of advice, including complex retirement and inheritance tax planning
  • Experience advising personal and corporate clients essential
  • Chartered financial planners preferred

Benefits:

  • 25 days annual leave per year plus bank holidays
  • Death in service cover of 3x basic salary
  • Free company flu jabs
  • Free eye tests
  • Workplace pension scheme with a 3% employer contribution

Is this the role for you? Email a copy of your CV over to us and one of us will get back to you personally.

 

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