IFA Consultant, Permanent, Norwich, up to GBP50,000 DOE + bonus

Recruiter
Anonymous
Location
Norwich
Salary
50000.00 - 50000.00 GBP Annual + GBP50000/annum DOE
Posted
10 Mar 2017
Closes
24 Mar 2017
Category
Accounting
Function
Consultant
Contract Type
Permanent
Hours
Full Time
R13 recruitment are proud to be partnering with a highly reputable Financial Planning firm in their search for an experienced IFA Consultant. Your core area of focus will be to provide first class financial planning services to both new and existing clients. You will hold a Level 4 qualification in Financial Planning.

Duties to include:
* Providing first class financial planning services to already existing client base.
* Attending regular networking events with the view to expand your client base.
* Liaising with clients over the phone, via email and face to face meetings to discuss objectives and requirements.
* Co-ordinating workflow between relevant members of staff within the organisation, highlighting any areas of concern to senior management.
* Ensuring all administration is carried out in accordance with organisational policies and procedures.
* Reviewing already existing client agreements to ensure they are relevant and up to date.
* Handling all referrals in a timely and professional manner.

You will have/be:
* A level 4 qualification in Financial Planning, as a minimum.
* Experience of establishing and maintaining strong client relationships.
* Knowledge of both banking and insurance advice and IFA working experience.
* Strong people and team management skills.
* Good organisational skills.
* Excellent communication skills both verbal and written.
* Ability to work well within a team and on your own initiative.
* Flexible approach to work and be prepared to work additional hours when necessary to ensure deadlines are met.
* Aspirations to progress within your role and be willing to attend external and internal courses to contribute to your career progression.

This is a full time permanent opportunity working 37.5 hours per week Monday to Friday. Offered salary of up to GBP50,000 DOE + bonus. A comprehensive benefits package is offered including; quarterly and annual bonus scheme, 27 days annual leave + bank holidays and a company pension scheme.

How to apply:
To hear more details about this fantastic opportunity please email your CV to Luke Plane - Recruitment Specialist at rthirteen recruitment.

About rthirteen:
Powered by our principals - we link individuals with opportunities to fulfil their potential, and introduce client partners to associates to aid their business evolution. Contact us, for a completely confidential chat. rthirteen, clever recruiting which makes a difference.

Due to the high numbers of applications we receive for advertised vacancies, if you do not hear from us within 5 working days, please assume that your application has been unsuccessful for this opportunity. rthirteen will retain your details, and contact you with any other forthcoming opportunities which we feel may be appropriate