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Independent Financial Adviser

  • Salary: £40000 - £55000 per annum
  • Location: Grantham, Lincolnshire
  • Sector: Financial Planning
  • Job type: Permanent
  • Date posted:
    29 May 2019
  • Job reference: 28457

  • Meeting the clients to understand their future investment plans and document them
  • Obtaining detailed reports and information from the clients to determine income, expenses, risk tolerance, capacity for loss, existing plans, personal circumstances, tax status and their financial objectives
  • Discussing the investment opportunities and risks related to the particular investment with the clients
  • Recommend strategies that the clients can use in achieving their financial goals and objectives
  • Ensuring that recommendations and associated advice is compliant, well researched, comprehensive and well documented
  • To maintain the expected standards of service to clients and partners; including reviews of existing client files and conducting review meetings as appropriate to track changes in financial status and economic changes to indicate any necessity of making a change to their existing holdings
  • To develop professional connections (internal and external) in order to produce continuing quality client introductions
  • To carry out other general duties, as requested from time to time by Senior Management and the Board of Directors, commensurate with skills, experience and status

Skills and Knowledge

  • Must possess excellent communication, interpersonal, presentational and relationship building skills. Have ability to raise appropriate questions to the clients, being able to actively listen and explain complex concepts in a manner likely to be understood by a client
  • Profound knowledge of the financial services market, rules and regulations, products, associated technical and compliance issues
  • Understand and demonstrate adherence to regulatory requirements and obligations
  • Excellent telephone and communication manner essential
  • Clean driving licence
  • Good organisational, administrative and time management skills essential
  • Self discipline, motivation and initiative with ability to work alone and unsupervised, and within a team environment when appropriate
  • Results driven and service orientated
  • Flexible attitude to work, prepared to travel, evening appointments etc.
  • Must be qualified to Diploma level 4 or higher, and committed to further professional advancement via examination
  • Must have a current and valid Statement of Professional standing

Please visit the IDEX Consulting Ltd website for further opportunities. If your application is successful, we aim to contact you to discuss the opportunity in more detail within 2 working days. Due to the overwhelming application response we receive through various sources, should you not hear from us within one week then please assume your application has been unsuccessful. If your application is unsuccessful, the information supplied may still be retained for up to 3 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy.

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