Vacancy Information

Reference ID	200359
Job title	IFA	Number Required	1
Firm	Search and Select Recruitment Agency	Hours	Full Time
Address	1 Upper Church St	Duration	Permanent
Contact	Search and Select Recruitment Agency	Salary	To be advised
Tel No		End Date	07 June 2024
Number Required	1
Hours	Full Time
Duration	Permanent
Salary	To be advised
End Date	07 June 2024
Notes	Our client seeks an IFA to join their team. Role Profile: Reporting to the Head of Corporate or Private Client Advisory. As a qualified financial adviser, you will assess a client's financial position, understand their needs and help them plan towards meeting their future financial goals and objectives. You will be expected to develop new and existing client relationships whilst adhering to internal processes and compliance. Demonstrating professional communication skills, both verbal and written. Highly organised with the ability to multi-task in a fast-paced environment and manage a busy diary. With excellent interpersonal skills and the ability to develop relationships at all levels throughout the organization to achieve company goals and business objectives. Key responsibilities: Onboarding and servicing of employees within company pension schemes. Providing full financial planning advice to clients. Presentations to both corporate clients and employees. Client meeting preparation: review all required paperwork prior to meetings. Maintain accurate notes and records regarding client matters. Ensure efficient use of technology and internal systems. Proficiency in Microsoft Office, preferably experienced in Intelligent Office. Ensure full compliance with business and regulatory requirements. Demonstrates personal integrity and professional initiatives. To identify and promote cross-selling opportunities with other departments Key Skills and Experience: Strong technical knowledge. Organisational ability. Decision making. Time management. Determination. Relationship management. Collaborative. Ethical standards. Essential Level 4 qualified. Desirable: Preferably experienced in Intelligent Office. An intention to move towards level 6 chartered status. If you have the required skills please apply online at searchandselect.com quoting reference number: 14672

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