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Additional Resources
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Stokenchurch, Buckinghamshire
Independent Financial Advisor
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Job Type: Full-time |
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Overview
Independent Financial Advisor (Employed or elf-Employed) - Stokenchurch, Bucks Salary: Competitive dependent upon experience The company Our clients currently require an IFA to join their team following continued growth within the business. They are a progressive firm of Independent Financial Advisers which has established successful business relationships with firms of Accountants and Solicitors, the source of the majority of the business introduced to the company. Offering clients strategic financial planning on Investment, Pension, Protection, Insurance and IHT, you will be located within a modern office in a great location conveniently close to J5 of the M40 in Stokenchurch, Bucks. The newly refurbished office has a managed in-house support infrastructure including a Paraplanning team, Compliance and Administration team and Investment Committee .It has fully air-conditioned client meeting rooms with large screen display capabilities for presentations, and visitor car parking as well as 365 days, 24/7 IT support for both internal and external communications for users with secure VPN and 2FA connections .There is CyberSmart certification and secure Cloud back up of data and the business has an excellent reputation for quality and is looking for a motivated individual living within a 25 mile radius of Head Office to join the team and assist with the further growth of the company. Should you join this company you become part of an ambitious team thats passionate about providing Independent impartial financial advice. The team also know that the business is there to support them every step of the way, providing opportunities for progression and enabling them to achieve their career aspirations by gaining professional training and qualifications, or growing and nurturing their own portfolio of clients. The Role Needing to be QCF Level 4, the successful candidate will provide bespoke independent financial planning and investment management advice to high net worth clients. You will be required to conduct comprehensive client meetings including a qualitative assessment of the clients attitude to risk with a view to providing tailored solutions on a truly independent basis. The role will suit professional and ambitious individuals who are looking to develop their career and you will receive encouragement and support to progress to Level 6 Advance Diploma. Ideally you will have 4 years experience in the market providing advice and will have your own client bank and FUM. In return for your hard work and commitment you will be rewarded with an attractive package which will be reviewed annually in relation to performance. The role can be on a self-employed or employed basis. Depending on Employment status you will benefit from: 20 days holiday excluding Bank Holidays increasing to 25 days with completed service years. Company pension scheme (currently with 5% Employer contribution), 4 x Death in Service Life Cover plus a comprehensive Employee Lifestyle Benefits scheme. Essential Requirements QCF level 4 minimum 4 years of experience Key Skills Professionalism and ambition to provide an impeccable level of customer service Honesty and integrity A will to succeed and grow with the business for the future Important Information: We endeavour to process your personal data in a fair and transparent manner. In applying for this role, Additional Resources will be acting in your best interest and may contact you in relation to the role, either by email, phone or text message. For more information see our Privacy Policy on our website. It is important you are aware of your individual rights and the provisions the company has put in place to protect your data. If you would like further information on the policy or GDPR please contact us. Additional Resources are an Employment Business and an Employment Agency as defined within The Conduct of Employment Agencies Employment Businesses Regulations 2003.