Remote Independent Financial Adviser Job in UK Fintuity

Who you are

• 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

Desirables

• Business acumen
• Marketing skills
• Problem-solving
• Negotiation skills

What the job involves

• 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