About this role

Title

Financial Advisor

Type

Permanent

Hours

Full Time

Location

Moray

Salary

£57,000 - £71,000

Details

Our client is looking to appoint an experienced and qualified IFA to join their team based in Moray. In this employed role you will provide clients with expert guidance, researching the marketplace to recommend the most suitable financial products and services based on your client's needs and objectives and then help them put these plans into action.

Duties include

Providing independent advice across the full range of financial planning to an existing client bank which includes high net worth clients with more complex advisory needs.

Meeting with clients to discuss their financial goals, assess requirements, analyse and provide recommendations on investments.

Research whole-of-market products to find the investment options for the client.

Present tailored financial plans that outline how clients can achieve their long-term goals.

Ensure all financial advice and reports follow FCA regulations and ethical standards.

Update and maintain accurate and confidential client records in line with GDPR.

Ongoing monitoring of the investment portfolio and adjust plans as clients' requirements change.

Essential Requirements

Qualifications

Level 4 Diploma in Financial Advice

Skills

Strong sales and negotiation skills, deep understanding of UK financial regulations.

Excellent customer service skills and the ability to build and maintain relationships with clients.

Strong organisational skills and the ability to manage a varied workload.

A passion for providing excellent client service, motivated and driven to ensure advice is in the client's best interests.

For more information please respond by email or contact Castle View Personnel on 01463 230 200.

Castle View Personnel (Inverness) Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers.

By applying for this job you accept our T&C's, Privacy Policy and Disclaimers which can be found at www.castleviewpersonnel.com