Job Description

You will benefit from their multiple lead generation initiatives undertaken by the dedicated marketing team aimed at creating new client opportunities for their Financial Advisors. In addition, you may also receive existing clients when fellow IFAs retire.

You will be utilising digital technology to provide advice via video conferencing, therefore increasing your productivity and less time travelling. The decision when to meet clients face-to-face will be at your discretion.

This decision to utilise video conferencing enables this Financial Advisor job to be home based.

Full and comprehensive back office support

Their Independent Financial Advisors receive complete support with specialist Administrators, Paraplanners, Compliance Managers! As the research, report writing, client investment management reviews are all undertaken for you, you will have more time to spend with clients.

Required Knowledge, Skills, and Abilities

You should be a Level 4 Diploma qualified Financial Advisor with minimum 2 years' financial planning experience You should have a proven track record in being able to convert business opportunities You should have a positive approach towards technology and be confident talking to clients via video conferencing