IFA: Client-Focused Investments & Pensions

Reflect Recruitment Group; Grantham; Hybrid; GBP 40,000 - 60,000; Full time

Benefits offered by this job

Competitive holiday allowance

Staff discounts

Income protection

Life assurance

Pension scheme

Employee Assistance Programme

Job summary

Reflect Recruitment Group is seeking an experienced Independent Financial Advisor (IFA) to provide advice on Investments and Pensions. The candidate should be diploma qualified and able to maintain high client care standards while managing portfolios effectively.

Located in Newark/Grantham, responsibilities include client relationship management and ensuring compliance with regulations. A full driver's license is required for commuting between offices, and strong analytical skills are necessary

Qualifications

• Detailed understanding of Investments, Pensions, and Inheritance Tax Planning.
• Committed to providing efficient service with high standards.
• Motivated individual who can develop and manage client relationships.

Responsibilities

• Provide advice on a range of financial issues, including Investments and Pensions.
• Review client portfolios and identify client needs.
• Ensure compliance with FCA regulations and company policies.

Skills

Diploma qualified

Current Statement of SPS

Full drivers' licence

Microsoft Office

Experience in Trust Investment

Analytical thinking

Team Player

Education

Degree or relevant experience

Job description

Reflect Recruitment Group is seeking an experienced Independent Financial Advisor (IFA) to provide advice on Investments and Pensions. The candidate should be diploma qualified and able to maintain high client care standards while managing portfolios effectively.

Located in Newark/Grantham, responsibilities include client relationship management and ensuring compliance with regulations. A full driver's license is required for commuting between offices, and strong analytical skills are necessary