Independent Financial Adviser - UK Wide

  • Job Reference: JD - 001
  • Date Posted: 16 June 2024
  • Recruiter: Echelon 1 Recruitment
  • Location: UK Wide
  • Remote Working: 100% remote working possible
  • Salary: £80,000 to £150,000
  • Sector: Banking & Financial Services, Sales & Marketing, Self Employment, Independant Financial Advisor, Wealth Manager
  • Job Type: Permanent
  • Contact: Nick Jeal
  • Email: nick@echelon1recruitment.com

Job Description

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.