Independent Financial Adviser

35000.00 - 50000.00 GBP Annual + GBP35000 - GBP50000/annum Additional Benefits
15 Jun 2017
13 Jul 2017
Contract Type
Full Time
Independent Financial Adviser
My client is looking for an Independent Financial Adviser to join their Basingstoke team, As an Independent Financial Adviser you will be joining 180 professionally qualified Private Client Independent Financial Advisers, located across their 13 offices.
As an Independent Financial Planner you will provide holistic financial planning to prospective and existing clients, providing professional financial advice to meet customer`s needs and objectives. As an Independent Financial Adviser you will always act in a compliant manner, providing excellent customer service and adhering to the Financial Conduct Authority principles of "Treating Customers Fairly".
As an Independent Financial Planner you will plan and work towards achieving and exceeding individual business targets as agreed with your Senior Manager. This will be achieved via the professional servicing of existing clients as well as identifying and capitalising on opportunities to expand business through, for example, the generation of referrals, running seminars and creating links with local professional introducers

Key Accountabilities:
-Undertake regular and frequent fact-finding, presentation, and servicing review meetings with line management and other company facilitators.
-To undertake regular and frequent meetings with your Senior Manager.
-To develop and action an acceptable and effective business plan with your Manager.
-To agree at outset with all clients the level of service they should expect depending on whether they are active or transactional clients.
-To provide excellent client service to your active client bank and provide at least one servicing meeting per annum.
-To contact all leads supplied in an agreed timescale with line management.
-To provide feedback on all leads via agreed business processes.
-To generate a business pipeline level sufficient to meet your business targets.
-To meet activity levels as agreed in your Business plan with line management.
-To use the research panel when selecting advice.
-To maintain and ensure client files are kept up to date to ensure the audit trail of advice, service and transactions is maintained in full accordance with business standards.
-To construct Investment Reports ensuring all information is correct and that the content meets the criteria set.
-To communicate in an effective manner with your administration team or dedicated resources.
-To ensure the IT systems are used and information on them kept up to date to meet business standards and line management requirements.
-To provide sufficient Management Information to respond to the needs of line management to understand the business activities you are or want to be engaged in.
-Undertake ongoing continuous professional development.
-Increase technical knowledge in specialist areas.

You will be qualified to Diploma Level 4 Status,
With a proven track record of working as an IFA and a proven track record of meeting annual sales targets.
You will also require a full driving licence and access to own transport.

My client is offering a generous salary of GBP35,000 to GBP50,000 with excellent additional benefits.

If you are interested apply now or contact Charlotte at Brook Street on (Apply online only) for further information