Echelon 1 is working with one of the UK’s fastest growing IFA firms and has been engaged to recruit a number of Independent Financial Advisers to their business across the UK. Foremost you’ll be joining one of the UK’s fastest growing and progressively-minded independent financial advice firms. Providing you with:
Well-defined advice and client management processes – to help you drive greater value from clients – existing and prospective.
A robust investment proposition – designed to reduce risk in your business, and perhaps even allowing you to expand your service offering.
A personal and business development philosophy – a programme created to help and support you achieve your business objectives and performance.
Investment in technology – because greater efficiency, more access to key information, and higher levels of client engagement are driving the future of advice.
Required experience and skills:
· Minimum Level 4 Diploma Qualified, current CAS status and previous experience in an adviser capacity
· A high level of confidence, sales and presentation skills and interpersonal skills
· The ability to approach all tasks with a positive attitude
. Good communicator
. Can be based anywhere in the UK
Duties:
· Managing and maintaining service propositions to clients through regular contact.
· Engaging with clients and building relationships
· Delivering formal recommendations
With a strong emphasis on engineering greater efficiency, though the use of technology and business mentoring, our client is an ideal place for an existing self-employed advisor or equally for an employed adviser looking to transition to self-employed.