Independent Financial Adviser

Reflect Recruitment Group; Grantham; Hybride; GBP 40 000 - 60 000; Plein temps

Avantages offerts par ce poste

Competitive holiday allowance

Staff discounts

Income protection

Life assurance

Pension scheme

Employee Assistance Programme

Résumé du poste

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.

Responsabilités

• 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.

Connaissances

Diploma qualified

Current Statement of SPS

Full drivers' licence

Microsoft Office

Experience in Trust Investment

Analytical thinking

Team Player

Formation

Degree or relevant experience

Description du poste

Benefits

• Competitive holiday allowance
• Staff discount on legal fees and wealth management fees
• Income protection
• Life assurance at 3x salary
• Salary exchange Pension scheme
• Employee Assistance Programme

About the Candidate

The individual should be motivated, and someone who can develop, manage and take ownership of client relationships. You will need to have a detailed understanding of Investments, Pensions, and Inheritance Tax Planning and be committed to providing an efficient service while maintaining high standards of client care. The successful candidate will be diploma qualified or working towards a similar financial qualification. You should also hold a current Statement of Professional Standing (SPS), or can obtain one. A full, up-to-date drivers license and use of own vehicle is required, as you may have to commute to other offices.

About the Role

As an IFA, you will provide advice across a broad range of financial issues, including Investments and Pensions, while providing an ongoing service to clients. You will review client portfolios in line with service agreements, identify clients' needs and research the market to make suitable agreements recommendations. You will be working alongside partners and fee earners but will also be supporting the development of new financial businesses. The role requires you to ensure all work is conducted compliantly, in accordance to the FCA regulations, the firms policies and best practice, while putting the interests of the client first.

Location

Newark / Grantham

Hours

9:00 AM-17:15 pm, Monday-Friday

Salary

Depending on experience

Skills and Attributes

• Diploma qualified or working towards a relevant financial qualification
• Current Statement of SPS, or able to get one
• Degree or relevant experience
• Full drivers' licence
• Understanding of Investments, Pension and Inheritance Tax Planning
• High level of competency in Microsoft Office, particularly PowerPoint and Excel
• Able to establish and maintain good relationships
• Experience in Trust Investment
• Understand confidentiality and data protection
• Hands-on and strategic thinker
• Strong data driven decision making
• Analytical thinking
• Maintain high levels of confidentiality
• Flexible
• Act well under pressure
• Work assertively
• Team Player

If you are an experienced IFA looking for your next opportunity, and would like to find out more,