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Independent Financial Advisor

NEW ROLE – Independent Financial Advisor

Location – North Or West Yorkshire – flexible / remote with travel

Permanent role – excellent salary and benefits. bonus plus more

Independent Financial Advisor (IFA)

Job Summary:

It is expected that the Independent Financial Adviser will demonstrate a high level of leadership, organisation and prioritise to manage delivering a quality client service whilst helping to achieve the company’s financial targets. The Financial Adviser will be expected to build relationships throughout the Company and it’s respective clients. A high level of accuracy, proficiency and professionalism are key criteria in providing quality customer service to our clients.

Expectations of the role:

To be successful in the role and in addition to meeting the indicative tasks listed below, it is essential that the IFA – Independent Financial Advisor demonstrates that they consistently perform the following indicative behaviours at a high level.

Key Objectives Skills:

Client Customer Service: Independent Financial Advisor

  • Develop strong relationships with staff and clients through maintaining a high level of professional integrity.
  • Seeking help and advice from Directors/other Team Leaders rather than compromise a delivery timeline for a client.
  • Ensure clients are kept aware of any delays if timelines are unable to be achieved.
  • Actively seek opportunities and referrals.
  • Demonstrate positive company image by ensuring a high level of personal presentation and adhering to the company dress standard policy.
  • Able to interact effectively with people from diverse social and cultural backgrounds.
  • Able to handle difficult clients effectively.
  • Protect the client’s privacy and dignity and always maintains confidentiality.
  • Meet the Company’s GDPR policy.
  • Awareness of appropriate conversations within the workplace.
  • Excellent written and communication skills

Technical Skills:

  • Demonstrates strong analytical skills.
  • Has experience and an understanding of the fundamentals of financial services, FCA rules and procedures, and the financial planning advisory process
  • Good knowledge of Microsoft Excel, Word, and Outlook. Some knowledge and experience with Back Office Systems (including Intelligent Office), Provider platforms, and associated advisory tools, research tools (including Financial Express, Adviser Asset, Assureweb), risk assessment tools (including Dynamic Planner).
  • Able to manage and organise own time
  • Problem solving skills
  • Ability to use own initiative

Attention to Detail: The Independent Financial Advisor

  • Ensures high level of accuracy in all task’s employee performs in accordance to the Company’s protocols and procedures.
  • Taking pride in ensuring accurate documentation and a high level of professional presentation.
  • Carefully checks own work as well as the work of others in creating the final product for the client.
  • Demonstrating strong multi-tasking and prioritisation skills by ensuring all work is undertaken in order of priority to meet needs of the Directors, Leaders, Managers, colleagues, and clients.
  • Proactively asks for advice rather than make an error.
  • Ensuring tasks are completed in a timely manner.

This position will be held at a number of different sites across the North and West Yorkshire. 

For an informal initial chat to learn more about the role and discuss your requirements, please call Georgie on 07539 170664 and send your cv to georgina@optimal-recruitment.co.uk for immediate review