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Financial Planning Consultant – IFA

  • Ref: JH1002

Our client has branches across the South West and they are looking to fill this new role of Financial Planning Consultant working from their site in Salisbury. The main purpose of this position is to provide an on going service to clients relating to financial matters in addition to annual reviews.

Financial Planning Consultant – IFA responsibilities include...

Key Responsibilities

  • Liaise with Partners within the office and cross over client base
  • Maintain Statement of Professional Standing
  • Ensure Continued Professional Development is sufficient based on areas of work
  • Work with allocated Client Liaison Assistant to ensure Intelligent Office is fully up to date with all relevant client and Fact Find information
  • Full and diverse client base provided. You will not be expected to bring clients with you. But knowledge of the local market would be an advantage
  • Work with allocated Client Liaison Assistant to ensure that administration is completed in a timely and effective manor
  • Liaise with Technical Services Para planners to keep abreast of product and market updates

Financial Planning Consultant – IFA requirements include...

Knowledge, skills and attributes

  • Must be qualified to at least QCF level 4 and hold a valid ‘Statement of Professional Standing’ (SPS)
  • It is expected applicants to have achieved Chartered status or to have progressed substantially towards the qualification in time
  • Applicants should be efficient, methodical, organised, punctual and comfortable working without support
  • Polite and friendly manner and able to communicate at all levels. Reliable, professional and able to use initiative
  • A keen attention to detail. Able to prioritise workloads and meet deadlines
  • Able to work with and develop Professional Connections in the pursuit of obtaining new business referrals

Benefits

Benefits

  • 25 days holiday full flexible benefits package with option to buy additional holiday
  • Car allowance
  • Bonus
  • Pension
  • Death in service x 4

Consultant contact