Job Description
IFA / Financial Advisor
Our client, an established and forward-thinking financial planning firm based in Sheffield is looking to expand its team with the addition of an experienced and qualified IFA / Financial Advisor, delivering high-quality advice and bespoke solutions to a diverse client base.
Key Responsibilities include:
* Client-Centric Financial Advice: Provide expert advice on pensions, investments, and general financial planning, tailoring strategies to individual client needs and goals.
* Portfolio Management: Develop, implement, and monitor tailored financial plans and investment strategies to achieve optimal outcomes for clients.
* Client Relationship Development: Build and maintain strong client relationships, offering ongoing guidance and adapting plans in response to changing circumstances.
* Compliance & Documentation: Ensure all advice and activities align with regulatory and legislative requirements, maintaining accurate records and comprehensive client files.
* Market & Product Research: Stay informed about the latest financial products, market developments, and industry trends to provide innovative and effective solutions.
* Business Development: Identify opportunities to expand the client base through referrals, networking, and professional connections.
In return they offer
* Competitive salary and benefits package
* Hybrid working options
* Opportunities for professional development and career advancement within a supportive environment.
This is an exceptional opportunity for an experienced Financial Advisor to advance their career, working within a collaborative and client-focused firm that values integrity, professionalism, and excellence in service delivery.