A highly regarded, regional IFA based in the South of England is looking to add to their Financial Advice team. Due to exciting growth plans, they are seeking a Desk Based Financial Advisor to join the office in Hove.
The role incorporates providing whole of the market personal financial advice to new and existing clients via video and telephony channels. This will predominantly be through existing relationships, introducers, and warm leads.
Key duties include: Providing regulated advice across a broad product range including investments and pensions. Giving clear, concise, and ethical advice to new and existing clients. Developing new avenues of business via first-class service and client outcomes. Ensuring sufficient client information is gathered prior to researching and presenting the best possible options. Ensuring all supporting documents are maintained. Making sure Statement of Professional Standing (SPS) is held at all times. Upholding the values and ethics of the organisation.
You must be a minimum of Diploma level 4 qualified, have achieved Competent Advisor Status, and be able to demonstrate experience and success in a previous/current regulated advice role. Ideally, you should have given telephony-based advice before (this isn't a prerequisite, so please still apply if you have face-to-face advice experience only).
Joining the organisation at this time would be an excellent career opportunity as the company has ambitious yet achievable plans for growth over the coming years, and the Desk Based Advisor division will be key amongst that growth. This will provide opportunities to develop in the role in terms of seniority, remuneration, and influence in the coming years. An extremely supportive team, full back office support, and genuinely warm business leads make this an excellent opportunity for the right applicant.
If you match the above criteria, can travel into the Hove area, and a position as a Desk Based Financial Advisor is of interest, then please apply for a confidential conversation.
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The role incorporates providing whole of the market personal financial advice to new and existing clients via video and telephony channels. This will predominantly be through existing relationships, introducers, and warm leads.
Key duties include: Providing regulated advice across a broad product range including investments and pensions. Giving clear, concise, and ethical advice to new and existing clients. Developing new avenues of business via first-class service and client outcomes. Ensuring sufficient client information is gathered prior to researching and presenting the best possible options. Ensuring all supporting documents are maintained. Making sure Statement of Professional Standing (SPS) is held at all times. Upholding the values and ethics of the organisation.
You must be a minimum of Diploma level 4 qualified, have achieved Competent Advisor Status, and be able to demonstrate experience and success in a previous/current regulated advice role. Ideally, you should have given telephony-based advice before (this isn't a prerequisite, so please still apply if you have face-to-face advice experience only).
Joining the organisation at this time would be an excellent career opportunity as the company has ambitious yet achievable plans for growth over the coming years, and the Desk Based Advisor division will be key amongst that growth. This will provide opportunities to develop in the role in terms of seniority, remuneration, and influence in the coming years. An extremely supportive team, full back office support, and genuinely warm business leads make this an excellent opportunity for the right applicant.
If you match the above criteria, can travel into the Hove area, and a position as a Desk Based Financial Advisor is of interest, then please apply for a confidential conversation.
#J-18808-Ljbffr
