Overview
Imagine getting up, meeting a client for a lovely coffee, taking digital notes, instructing a team of what the client needs and then delivering the compliant, bespoke advice without all the headache in-between. IFA's need to spend more time advising, relationship building and honing their skills, not 85% Admin and 15% advising. If this is you, come and join a forward thinking, independent financial advice firm, that puts advice back in the adviser !
Join our dynamic team as an Independent Financial Adviser, where your expertise will empower clients to achieve their financial goals and secure their futures. This role offers an exciting opportunity to provide tailored financial advice, develop lasting client relationships, and make a meaningful impact in the world of financial services. As an integral part of our advisory network, you will leverage your knowledge of financial planning to guide individuals through complex financial decisions with confidence and clarity.
Responsibilities
- Deliver personalised financial advice to clients, covering areas such as investments, retirement planning, insurance, and estate planning.
- Conduct comprehensive financial assessments to understand clients’ current situations, future goals, and risk tolerance.
- Develop customised financial plans that align with clients’ objectives and ensure compliance with regulatory standards.
- Stay informed about market trends, new products, and regulatory changes to provide accurate and up-to-date guidance.
- Maintain detailed client records, including meeting notes, recommendations, and action plans, ensuring data accuracy and confidentiality.
- Build and nurture long-term client relationships through proactive communication and exceptional service.
- Assist clients in implementing recommended strategies by coordinating with product providers and ensuring smooth execution.
Experience
- Proven experience in financial services or financial planning roles, demonstrating a strong understanding of investment products and advisory processes.
- Knowledge of financial planning principles, including cash flow management, tax strategies, and risk assessment.
- Excellent communication skills with the ability to explain complex concepts clearly and confidently to diverse audiences.
- Familiarity with regulatory requirements governing independent advising practices in your region.
- Ability to work independently and as part of a team.
Join us to make a difference in people’s lives by guiding them toward confident financial decisions! We value energetic professionals who are passionate about helping others succeed financially and are eager to grow within a supportive environment dedicated to excellence in financial advice.
Pay: From £48,000.00 per year
Benefits:
- Free parking
- On-site parking
- Work from home
Work Location: Hybrid remote in Birmingham B38 8SD
