Excellent salary & package tailored to the individual, Ipswich
Our Client has an exciting opportunity for a Financial Advisor reporting to the Director to manage existing clients.
Key Responsibilities
• To service existing clients and review investment portfolios, offering appropriate independent advice.
• To acquire and service new business in all areas – corporate and individual.
• Maintain and develop professional connections.
Essential Skill and Experience Required
• Thorough knowledge of the Financial Services industry and relevant legislation, as demonstrated by at least 3 years as an IFA or other exponent.
• Experience in dealing with private clients and professional introducers/connections.
• Must be at least Part Qualified and looking to continue professional development.
Other Skills and Experience Required
• Excellent people skills/communication skills.
• Organisational skills/time management.
• Desire to keep up to date knowledge of relevant changes in law/procedure.
Excellent salary and reward package individually tailored to meet and motivate performance.
