Financial adviser

  • Cv Library
  • Gerrards Cross Buckinghamshire
  •  
  • posted 2 months ago
  • CV-Library.co.uk

Job description:

My client is searching for a Financial Adviser to join their growing firm based in Gerrards Cross, Buckinghamshire on a hybrid basis. The role We are seeking an experienced, enthusiastic, and driven qualified Independent Financial Adviser to complement our existing team. The successful candidate will be confident in their ability to create new opportunities and service existing clients to assist with the firms rsquo; future development plans Skills and Experience bull; IFA experienced in pensions and investments. bull; Proven track record ndash; minimum 3 years bull; A proactive approach to client care, able to take ownership of your work and meet deadlines and targets bull; Able and willing to work with IT, including specialist industry software bull; Have a good understanding of regulation and legislation applicable to an advisory role bull; Experience in attracting and maintaining relationships with high-net-worth clients bull; Able to nurture existing and generate new professional connections bull; Enthusiasm, drive, determination and self-motivation to secure new business bull; A high level of confidence, presentation, and interpersonal skills This role demands strong communication skills as the successful candidate will be required to deal with HNW individuals including company Directors, HR and Senior Management as well as professional connections. About the candidate bull; Ideally the successful candidate will be a Chartered Financial Planner however this is not essential bull; They will be expected to have a comprehensive understanding of investments and pensions including (not an exhaustive list) IHT, Income Tax, CGT, Annual/Tapered Annual Allowance, carry forward, LSA and LSDBA etc. bull; The candidate will be a naturally confident communicator, driven and self-motivated and able to demonstrate professionalism illustrating a strong understanding of the principles of risk, asset allocation and portfolio construction. bull; They will be able to share their knowledge of the investment market with clients and our professional connections, acting as a financial coach and building trust. Benefits bull; This position will provide the opportunity to lead and work towards achieving directorship. bull; Hybrid working bull; My client provides full dedicated administration and paraplanning support, leading back-office software (Intelliflo, Dynamic Planner, Selecta Pension) and allowing flexibility in how you work. bull; Workplace pension (Aviva) bull; Healthcare (Westfield) bull; generous holiday entitlement bull; inclusive culture promoting employee wellbeing and engagement. Should you have any questions or wish to apply please do not hesitate to contact Clear Legal and Financial Recruitment Please Note: Due to the number of applications we receive we may be unable to respond to every application directly. If you have not heard from us within 3 working days, please assume your application has been unsuccessful
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