Job provided by HEAT Recruitment
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About the job
A leading national financial services firm who specialise in providing guidance and education for workplace savings and benefits are looking to add to their successful team. They have a strong reputation and are expanding at an impressive rate currently by offering their clients a top-quality service to allow them to make the best decision for them to improve their financial well-being.
You will be expected to provide a top class service to an existing client base that has been left due to an outgoing advisor meaning that the focus of the role will be around managing relationships and providing tailored advice over generating high levels of new business.
You will be given full paraplanning and administrative support and work for a well-known, growing firm.
Carry out a comprehensive fact-find, gain a full understanding of the aspirations, needs and investment objectives of the individual.
Ascertain the investors attitude towards risk.
Produce a comprehensive Investment and pension planning service
Producing a detailed planning report detailing relevant fact-find information with a detailed rationale behind the recommendation.
Provide comprehensive Pension Income Options advice including; annuities, capped and flexible income drawdown, and phased retirement strategies
Understand and explain in generic terms the merits and detractions of all investment types
Explain effectively the benefits of discretionary portfolio management against other investment options available
Good knowledge of personal taxation in particular, income tax, capital gains tax and inheritance tax
Understand and assess suitability of available pension income options including annuities, phased retirement and income drawdown
Competent Adviser Status
Registered FCA Controlled Function 30 (Investment Adviser)
SPS held including specialism in Packaged Products
JO5, AF3 or G60 – advantageous
IFA *Independent Financial Adviser, Independent Financial Advisor, Financial Planner, Wealth Manager, Financial Planning Manager
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