Independent Financial Advisor

Recruiter
Anonymous
Location
Skipton
Salary
35000.00 - 40000.00 GBP Annual + GBP35000 - GBP40000/annum Benefits and Bonus
Posted
09 May 2017
Closes
22 May 2017
Category
Accounting
Contract Type
Permanent
Hours
Full Time
Independent Financial Advisor
West Yorkshire
GBP40k + Benefits and Bonus

I am currently representing a client who is currently looking for an experienced Independent Financial Advisor to join their team in West Yorkshire near Skipton. The IFA will benefit from paraplanning and administration support and also be provided with a bank of clients.

THE ROLE
* To give financial advice to clients with regards to all matters financial within the scope of our regulatory confines.
* You are to conduct client interviews, analyse client needs, research the market and make suitable recommendations in writing as well as in person.
* To ensure clients received suitable advice in accordance with their needs and priorities.
* To ensure you act with honesty and integrity in your dealings with client, colleagues and other associated business at all times.
* To produce written evidence of your activities as required by our practice and our regulator.
* You will provide a written audit trail as per our internal procedures.
* You will work towards retaining and building upon you existing skills base in order to maintain your competence as an advisor paying special attention to gaps in your abilities and filling them.
* To report any anomalies to our Compliance Officer/Money Laundering Officer.
* To comply with our internal Compliance and other procedures as laid down in our written procedures, which has been supplied, to you.
* You will liaise with the other Advisors and admin staff in the practice in an open and co-operative manner at all times.
The Person

* Diploma or equivalent qualified with focus on personal development preferably working towards chartered status
* Full holistic approach to advising
* Strong Account Management qualities ?

If interested in the role please contact Amy Fenlon

Please visit the IDEX Consulting Ltd website for further opportunities. If your application is successful we will contact you to discuss the opportunity in more detail within 2 working days of receiving your application. If your application is unsuccessful, the information supplied may still be retained for use in connection with future vacancies. Due to the overwhelming application response we receive through various sources, should you not hear from us within one week then please assume your application has been unsuccessful