IFA based in Sussex, competitive salary with excellent benefits and clients provided
Role & Responsibilities
* Comply with the Training and Competence Scheme
* Management of a portfolio of existing clients, ensuring that planning opportunities are identified and, where appropriate, pursued
* Provide appropriate financial planning advice.
* Be responsible for the delivery of your part in the growth plans for the specific office.
* Continuous development of relationships
* Increase the level of client penetration
* Maintain an up to date technical knowledge of personal tax and financial planning and related matters
* Deal with ad hoc client advisory and planning issues as they arise on the client portfolio
Skills, Knowledge and Experience
* Diploma qualified as a minimum, ideally Certified Financial Planner and Chartered Financial Planner
* Holds substantial financial planning experience
* Team player with excellent communication skills both oral and written
* Adaptable, organised with a commercial approach
* Ability to exercise judgement and work without close supervision
* Ability to proactively manage existing client relationships and to develop new relationships
Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, r...