IFA Financial Planner - Client Planning & Leads

Blakemore Recruitment; Horsham; On-site; GBP 40,000 - 60,000; Full time

Job summary

A financial planning practice in Horsham is seeking a qualified Financial Adviser to provide tailored financial advice to clients. The role involves assessing client needs, developing financial strategies, and ensuring adherence to industry regulations. Ideal candidates will have relevant qualifications, a successful track record in financial advising, and strong relationship management skills. This position offers potential client leads and opportunities for professional development.

Qualifications

• Proven working experience as a successful Financial Adviser.
• Valid driver's license required.
• Ability to explain complex information clearly.

Responsibilities

• Provide financial planning and investment advice.
• Conduct client needs assessments for financial strategies.
• Cultivate and maintain client relationships.
• Review client accounts regularly for performance updates.
• Network to generate leads and promote the company.

Skills

Client relationship management

Financial analysis

Networking

Market research

Attention to detail

Education

Relevant financial industry qualifications

Up to date Statement of Professional Standing

Tools

Word

Excel

Outlook

PowerPoint

Job description

A financial planning practice in Horsham is seeking a qualified Financial Adviser to provide tailored financial advice to clients. The role involves assessing client needs, developing financial strategies, and ensuring adherence to industry regulations. Ideal candidates will have relevant qualifications, a successful track record in financial advising, and strong relationship management skills. This position offers potential client leads and opportunities for professional development.