Independent Financial Advisor

Allscreens Nationwide Ltd; Sefton; On-site; GBP 45,000 - 50,000; Full time

Benefits offered by this job

Death in service policy (2 x salary)

Employee Benefits Portal including gym

Salary sacrifice options

Job summary

A role for an Independent Financial Advisor at Allscreens Nationwide Ltd in the United Kingdom offers the chance to work across pensions, investments and financial planning to deliver the best advice to clients. You’ll build a client portfolio, conduct meetings, fact finds and regular reviews to drive outcomes.

The successful candidate will have the Level 4 Diploma in Regulated Financial Planning (or equivalent), an SPS, and a track record in regulated financial advice, with a proactive,

Qualifications

• Level 4 Diploma in Regulated Financial Planning (or equivalent).
• Current SPS (Statement of Professional Standing).
• Experience providing regulated financial advice.
• Strong knowledge of pensions, investments and financial planning.
• Proven ability to generate new business.
• Excellent relationship building skills, friendly and approachable.
• Proactive, self-motivated approach with a passion for delivering client outcomes.

Responsibilities

• Build and develop a portfolio of clients.
• Deliver independent financial advice across a range of different sectors.
• Work closely with colleagues across our group companies to maximise referral opportunities.
• Conduct client meetings, fact finds and regular reviews.
• Deliver holistic financial planning tailored to each client's goals.
• Ensure advice meets FCA and Consumer Duty requirements.

Skills

Client relationships

Self-motivation

Compliance knowledge

New business development

Holistic financial planning

Education

Level 4 Diploma in Regulated Financial Planning (or equivalent)

Job description

Are you ready to get stuck into a new challenge and give your clients an even better service?

Do you want to feel appreciated as an IFA and join a friendly team that are different to all of their competitors?

You’re in the right place! The company we’re working with offer tonnes of administrative support, the best advice out there and really look after their staff!

In this role, you’ll be working across pensions, investments and financial planning to offer your clients the best advice

As an Independent Financial Advisor, your responsibilities will include…

Responsibilities

• Build and develop a portfolio of clients
• Deliver independent financial advice across a range of different sectors
• Work closely with colleagues across our group companies to maximise referral opportunities
• Conduct client meetings, fact finds and regular reviews
• Deliver holistic financial planning tailored to each client's goals
• Ensure advice meets FCA and Consumer Duty requirements

We are looking for an Independent Financial Advisor with the following skills and experience…

Requirements

• Level 4 Diploma in Regulated Financial Planning (or equivalent)
• A current Statement of Professional Standing (SPS)
• Experience providing regulated financial advice
• Strong knowledge of pensions, investments and financial planning
• A proven ability, or a clear plan, to generate new business
• Excellent relationship building skills, friendly and approachable
• A proactive, self-motivated approach with a passion for delivering client outcomes

In return, the successful Independent Financial Advisor will receive a salary of £45,000 - £50,000 plus bonuses, plus the following benefits…

Benefits

• Death in service policy (2 x salary paid)
• Employee Benefits Portal including gym, active, and entertainment discounts
• Salary sacrifice options