Independent Financial Advisor
Job ID: JO0000003769_1571846423
£35,000.00 - £50,000.00
Would you like to work for a practice who are experiencing growth and who put their staff and clients at the forefront of everything they do?
Are you an experienced Financial Advisor?
Do you have a solid background in providing financial advice to a large portfolio of clients?
Our client based in North Leeds is looking for an established and experienced Financial Advisor to manage their client’s portfolios and investment strategies. The successful candidate will provide savings and protection solutions to help clients plan for all life’s circumstances, both expected and unexpected. If you’re looking for a chance for great independence, flexibility and long term growth then this is the company for you.
·A minimum of 10 years experience or experience of managing assets under management of £10 plus million
·Experience of providing advice on a wide range of products and services including offshore, protection, pensions and investments, inheritance tax, draw down and loan schemes would be ideal
Duties and responsibilities:
Contacting clients and setting up meetings, either within an office environment or in clients’ homes or business premises
Conducting in-depth reviews of clients’ financial circumstances, current provision and future aims
Analysing information and preparing plans best suited to individual clients’ requirements
Completing risk analyses
Researching the marketplace and providing clients with information on new and existing products and services
Designing financial strategies
Assisting clients to make informed decisions
Researching information from various sources, including providers of financial products
Reviewing and responding to clients changing needs and financial circumstances
Promoting and selling financial products to meet given or negotiated sales targets
Negotiating with product suppliers for the best possible rates
Liaising with head office and financial services providers
Communicating with other professionals, such as estate agents, solicitors and valuers
Keeping up to date with financial products and legislation
Producing financial reports
Contacting clients with news of new financial products or changes to legislation that may affect their savings and investments
Meeting the regulatory aspects of the role, e.g. requirements for disclosure, costs of the services provided and also the advised products
Sourcing of new business
Full Paraplanner/Admin support
Relaxed working environment
6 weeks holiday
Flexible hours (37.5)
Headway Recruitment is acting as an Employment Agency in relation to this vacancy.