IFA / Financial Planner

Reference:	2200
Vacancy:	Permanent opportunity
Location:	Gloucestershire
Salary:	£30,000 - £40,000
Benefits:	Bonus & Benefits

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The company

The Company: One of the most prestigious companies in the market place is looking to expand its Financial Planning arm over the forth coming year. Highly successful in their field, market leaders and held in high regard by peers in the industry, this firm with nationwide coverage wants like minded professionals to join them.

The role

The Role: As a Financial Planner / IFA for the office, your role will mainly consist of: • Meeting with clients on a regular basis with account managers to discuss needs. • Gaining all information from clients to create a bespoke financial planning package. • Regular reviews of clients needs, portfolios and recommendations to make sure all advice in line with client expectations. • Conduct all work in a compliant manner with regulator and internal practices. • Conduct ones duties in a manner befitting company standards and expectations. • Cross refer opportunities to account managers on the investment management side of the business.

Candidate requirements

The Candidate: You need to have experience as an IFA and also be a minimum of Diploma qualified in preparation of RDR. Professional and presentable at all times, with an excellent bedside manner, you must be able to build strong internal and external relationships with like minded professionals. Client bank and following preferred, however not essential, but excellent track record and a desire to excel is necessary. Excellent basic salary plus bonus on offer for the right candidate.