Independent Financial Adviser

CF30 Consulting (Independent Recruitment Consultancy); Ipswich; On-site; GBP 60,000 - 80,000; Full time

Job summary

A respected financial services company is looking for an Independent Financial Adviser in Ipswich to manage and service existing clients. The ideal candidate must possess a Level 4 Diploma in Financial Planning and have a strong understanding of compliance and regulation. Excellent communication and organizational skills are essential. This position offers a chance to work in a supportive environment with a focus on client satisfaction.

Qualifications

• Motivated, friendly, and professional demeanor at all times.
• Impartial and unbiased advice delivery.
• Excellent scheduling capabilities.

Skills

Experience as a Financial Adviser

Communication skills

Time management

Analysis skills

Adaptability

Education

Level 4 Diploma in Financial Planning

Job description

Overview

Our client is a long standing and well-respected provider of financial planning, with offices Devon and Suffolk. Due the pending retirement of an existing adviser, they are currently recruiting an of Independent Financial Advisers to look after and service and existing bank of clients in the Ipswich area.

Experience & Skills

Experience & Skills: The successful candidate needs to be motivated, friendly and professional at all times, and provide impartial and unbiased advice. Excellent time management is a must to ensure appointments are scheduled with realistic time frames.

Key requirements

• Experience as a Financial Adviser or relevant experience
• Accuracy, attention to detail and the ability to explain complex information clearly and simply
• Qualified to Level 4 Diploma in Financial Planning as a minimum
• Good knowledge of compliance, TCF, Data Protection Act and Anti-Money Laundering requirements
• Excellent communication skills and the ability to ask appropriate questions of clients
• Good analysis skills, money management skills and planning skills
• Should be enthusiastic and willing to assist clients
• Ability to manage own workload.
• Flexibility/ adaptability to cope with change
• Full driving licence and own car essential

Critical knowledge required

• Knowledge of FCA rules relating to the financial advice process.
• Working knowledge of Compliance
• Knowledge of the current market place