GREAT SKILLED INDEPENDENT FINANCIAL ADVISOR - BERKSHIRE AREA OFFICE BASED :

Reed; Wokingham; On-site; GBP 65,000 - 90,000; Full time

Job summary

A reputable financial services company is seeking an Independent Financial Advisor in Wokingham, UK. The ideal candidate should possess Level 4+ Financial services qualifications and have expertise in pensions, investments, and wealth planning. This full-time role offers a salary ranging from £65,000 to £90,000, depending on experience. The candidate should have excellent interpersonal skills and the ability to work effectively with clients.

Qualifications

• Level 4+ Financial services qualifications; RO exams preferable.
• Education to degree level is advantageous.
• Fully competent in major desktop applications like Microsoft Word, Excel, PowerPoint, Outlook.
• Previous experience with all main Platforms and IO is advantageous.

Responsibilities

• Specialist knowledge of pensions, investments, savings, and intergenerational wealth planning.
• Engage with a diverse range of clients and deliver agreed outcomes.
• Work with the wider IFA team to recommend suitable products and services.

Job description

GREAT SKILLED IFA INDEPENDENT FINANCIAL ADVISOR TO JOIN A GREAT LOVELY COMPANY IN BERKSHIRE AREA OFFICE BASED 100% AND GREAT.

Essential Education, Qualifications & Training

Level 4+ Financial services qualifications, RO exams are preferable. An education to degree level is advantageous. Your Personal Attributes Ability to achieve agreed outcomes without supervision.

Articulate, detailed and accurate.

Excellent interpersonal skills, both written and verbal. Ability to multitask and prioritise effectively. IT Skills

Fully competent in all the major desktop applications (proficient in Microsoft Word,Excel, PowerPoint, Outlook)

Previous experience of all the main Platforms and IO will be advantageous

The Role Summary

THE RECRUITED FINANCIAL ADVISOR will have specialist knowledge of pensions, investments, savings and intergenerational wealth planning, as well as possessing great people skills.

As a financial adviser, you'll be able to talk to a diverse range of clients in an engaging and credible manner and be able to give them the confidence that you are a specialist in your area able to deliver the agreed outcomes.

To meet these expectations, you will be able to work in an effective manner with the wider COMPANY IFA team to research the client's situation, providers and the UK marketplace so that you can recommend the most appropriate products, services and solutions available and then secure a recommendation that's both compliant and suitable for the client's desired outcomes and appetite for risk profile.

In order to give this financial advice, you must have a minimum of Level 4 CII (or equivalent) professional qualifications and follow the strict financial industry rules and practice out in the FCA Conduct of Business Source Book.

GREAT ROLE LINKED AS OUTLINED CLOSE TO THE AREA AND A VERY SKILLED FINANCIAL IFA ADVISOR.

Salary: Range from £65,000 to £90,000 dependant on experience full time (pro-rata for part time). YOU MUST BE SKILLED BLESS YOU : )