How Remoteville checks and expires listings
What the job involves
The main requirements, responsibilities and hiring steps.
Requirements
- Proven experience minimum 2 years as an Independent Financial Adviser
- Must hold CAS status and have an active SPS in place
- Qualified to minimum Level 4 Diploma in Financial Planning or equivalent
- Strong understanding of financial products markets and regulations
- Some client assets to bring with them on joining £3m+ or a demonstratable strong network lead generation source already in place
- Excellent communication and interpersonal skills
- Comfortable using technology including web-based CRMs diaries microsoft teams sharepoint zoom docusign cloud-based task management advice portals digital factfinds risk profiles and KYC processes
- Self-motivated and driven with the ability to work independently
- Track record of new business development in previous roles
Nice to have
- Business acumen
- Marketing skills
- Problem-solving
- Negotiation skills
Day to day
- As an IFA you will play a crucial role in providing comprehensive financial planning and investment advice to clients helping them achieve their financial goals and secure their financial future
- Conduct thorough financial assessments to understand clients' financial situations goals and risk tolerance
- Develop personalised financial plans based on clients' needs and objectives
- Stay updated on financial products investment opportunities and industry regulations
- Recommend suitable financial products and services that align with clients' goals
- Analyse financial markets and economic trends to make informed investment recommendations
- Ensure compliance with relevant financial regulations and standards
- Maintain accurate records of client interactions and transactions
- Build and maintain strong trust-based relationships with clients
- Provide ongoing support and advice to address clients' changing financial needs
- Generate new business through networking referrals introducers and other business development activities
- Expand and maintain a client base through effective marketing strategies