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IFA

Location
United Kingdom
Salary
£45,000 to £55,000
Job Type
Permanent
Posted
6 Sep 2022

Position: IFA

Location: Guildford, Surrey (3 days per week WFH)

Minimum Requirements: Level 4 qualified; At least 3 years' experience as an IFA

Salary/package: Up to £55,000; Uncapped bonus scheme; 4% contributory employer pension contribution; 23 days' annual leave (rising to 25); Study support; Life Cover

YOUR NEW COMPANY

Our client is an award winning Indepdendent Financial Adviser firm based in Guildford, Surrey. The business has significant plans to grow this year and is currently looking to hire an IFA to join it's team, to offer financial advice to its clients.

THE ROLE

As an IFA, you will provide holistic advice to clients on managing their money in the most profitable, tax efficient and suitable way. The IFA will be looking to attract and work with high-net-worth clients and build funds under management to circa £30million. Approximately £10million of funds under management will be provided to the successful candidate upon joining. Reporting to the MD, the IFA's key duties will include:

  • Generating new business enquiries through means such as networking, professional connections, internal referrals etc.
  • Meeting new and existing clients to assess their assets/liabilities, circumstances, attitudes, objectives and priorities.
  • Building good relationships with clients and providing the firm's ongoing service proposition.
  • Producing clear and concise financial assessments following a meeting with a client.
  • Using the cash flow modelling tool Voyant with clients.
  • Working with the paraplanning team to produce Financial Strategy Reports for clients.

REQUIREMENTS

Candidates interested in the IFA vacancy will have the following:

  • Level 4 qualification
  • At least 3 years' experience as an IFA

REMUNERATION / PACKAGE

The package for the IFA vacancy:

  • Up to £55,000
  • Uncapped bonus scheme
  • 4% contributory employer pension contribution
  • 23 days' annual leave (rising to 25)
  • Study support
  • Life Cover

Next steps:

If you are happy to apply for this position, please click on the Apply button and attach an updated copy of your CV.

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Details

  • Job Reference: 705425898-2
  • Date Posted: 6 September 2022
  • Recruiter: Vision-FS Recruitment
    Vision-FS Recruitment
  • Location: United Kingdom
  • Salary: £45,000 to £55,000
  • Sector: Banking & Financial Services
  • Job Type: Permanent