My client is a globally successful financial services company, who are continuing to grow and they have a unique and exciting opportunity to recruit a Premier IFA.
The Premier Independent Financial Advisor’s role is to support a Branch Manager by providing professional independent financial planning services to both new and existing high value (Premier) customers with at least £150,000 of investable assets to invest. This means identifying and meeting customer needs with particular emphasis on protection, pension, investment and insurance products available through the bank’s UK branch network, whilst consistently treating customers fairly. This is a regulated role and requires relevant qualifications and qualities as described below.
· Hold the QCF Level 4 Diploma Qualification OR
· Hold a Certificate for Financial Advisers (CeFA), Financial Planning Certificate (FPC) or equivalent and have commenced working towards the QCF Level 4 Diploma Qualification with no more than 40 credits remaining to be obtained.
· Hold Competent Advisor (CA) status now or have held CA status in the past five years.
· Demonstrate thorough understanding of wealth management products and services and an extensive external market awareness
· Champion and drive unique sales and service initiatives, continually seeking and seizing opportunities to accelerate business growth
· Network and build relationships required for developing and delivering joined up services and solutions aligned to customer needs and to increase referrals between business areas
· Communicate professionally, effectively and inclusively with a diverse audience.
· Coach/train colleagues in your specialist products/areas of expertise
· Work independently, proactively managing your time and commitments to meet a range of stakeholders’ needs and priorities
· Understand the regulatory, financial and risk contexts in which financial advisors operate and have experience of personally complying with relevant regulation and quality measures
If you believe that this role is the gateway to you achieving a highly successful and rewarding career then send your CV to us today. We guarantee that if you match the criteria you will receive a phone call from us within 24 hours and we will provide you with support, coaching and inside knowledge that will help you to secure this role.
