Qualified Independent Financial Adviser

GreenSky Wealth; Norwich; Hybrid; GBP 40,000 - 60,000; Full time

Job summary

GreenSky Wealth in Norwich is looking for a Qualified Financial Advisor to join their Chartered Independent Financial Advice team. The role involves providing exceptional client service, preparing financial plans, and advising on Pensions and Investments. Options for remote work and trainee consideration are available.

Qualifications

• Fully qualified IFA with Chartered status or working towards it.

Responsibilities

• Providing exceptional client service.
• Preparing sound financial plans to meet clients' goals.
• Advising on financial products, mainly Pensions and Investments.

Skills

Client Service

Financial Planning

Relationship Building

Advising

Education

Level 4 Diploma

Job description

Job Opportunity: Qualified Financial Advisor

Join our Chartered Independent Financial Advice team at GreenSky Wealth in Norwich. We are seeking a fully qualified IFA (Level 4 diploma) with Chartered status or working towards it.

Key responsibilities include:

1. Providing exceptional client service
2. Preparing sound financial plans to meet clients' goals
3. Building and maintaining strong client relationships
4. Conducting fact-find meetings with clients
5. Advising on financial products, mainly Pensions and Investments
6. Servicing existing clients through reviews
7. Generating new business and developing introducer relationships

This role is based in Norwich with options for remote work and some travel. We are also open to considering trainees who show potential.

Interested? Contact [e-mail]. Please include your CV and a cover letter with your application.

Additional Details

• Seniority level: Internship
• Employment type: Full-time
• Job function: Finance and Sales