Our client is a long standing and well-respected provider of financial planning, with offices Devon and Suffolk. Due the pending retirement of an existing adviser, they are currently recruiting an of Independent Financial Advisers to look after and service and existing bank of clients in the Ipswich area.
Experience & Skills:
The successful candidate needs to be motivated, friendly and professional at all times, and provide impartial and unbiased advice. Excellent time management is a must to ensure appointments are scheduled with realistic time frames.
Key requirements are:
Experience as a Financial Adviser or relevant experience
Accuracy, attention to detail and the ability to explain complex information clearly and simply
Qualified to Level 4 Diploma in Financial Planning as a minimum
Good knowledge of compliance, TCF, Data Protection Act and Anti-Money Laundering requirements
Excellent communication skills and the ability to ask appropriate questions of clients
Good analysis skills, money management skills and planning skills
Should be enthusiastic and willing to assist clients
Ability to manage own workload.
Flexibility/ adaptability to cope with change
Full driving licence and own car essential
Critical knowledge required
Knowledge of FCA rules relating to the financial advice process.
Working knowledge of Compliance
Knowledge of the current market place