As an Independent Financial Advisor (IFA), you will play a pivotal role in helping our clients make informed decisions regarding their financial matters. You will operate on a self-employed basis, offering you the flexibility to manage your schedule and build your own client base while benefiting from the support and resources of our established firm. You will have the opportunity to move to a full employed role in the future, crystallising the capital value of clients which you either bring with you or generate whilst working at Propserity. Key Responsibilities: Client Consultations: Conduct comprehensive financial assessments and gather information about clients' financial goals, risk tolerance, and current financial situations. Provide personalized financial advice and solutions tailored to each client's unique needs and objectives. Continuously monitor and review clients' financial plans to ensure they remain aligned with their goals. Investment Planning: Analyse investment opportunities and create diversified portfolios that align with clients' risk profiles and objectives. Stay up-to-date with market trends and economic developments to provide informed investment recommendations. Assist clients in making informed decisions about their pension, retirement, and investment options. Financial Planning: Develop and present financial plans covering areas such as retirement planning, estate planning, tax optimization, and insurance. Offer expertise in various financial products and services, including pensions, ISAs, life insurance, and mortgages. Guide clients through complex financial decisions and help them navigate changing financial landscapes. Compliance and Regulatory Responsibilities: Ensure compliance with all relevant financial regulations and industry standards, including FCA (Financial Conduct Authority) guidelines. Maintain accurate records of client interactions, recommendations, and transactions. Stay informed about regulatory changes and attend mandatory training and development programs. Business Development: Build and expand your client base through networking, referrals, and marketing efforts. Foster long-term client relationships based on trust and exceptional service. Collaborate with colleagues and leverage our extensive resources of to enhance your advisory practice. Qualifications and Qualities: Hold relevant financial qualifications, such as the Diploma in Financial Planning or equivalent. Possess a valid and current Statement of Professional Standing (SPS). Have proven experience as a financial advisor with a strong track record of success. Have excellent knowledge of financial products, markets, and regulatory requirements. Possess strong interpersonal and communication skills. Be self-motivated, driven, and capable of working independently. Demonstrate the ability to build and maintain client relationships. Benefits: Uncapped earning potential with a competitive fee/commission structure. The flexibility to set your own schedule and work independently. Access to a well-established client base and marketing support. Ongoing training and professional development opportunities. Compliance and administrative support Join usas a Self-Employed Independent Financial Advisor and take control of your financial advisory career while benefiting from the reputation and resources of our esteemed financial services firm. JBRP1_UKTJ
An outstanding job opportunity has arisen for a committed Clinical Psychologist based Seinfeldnear Horsham.
Salary £43742 - £50056 DOE plus 5% location allowance.
*Golden Hello Bonus of £6000* subject to T&Cs.
Specialism
Acquired brain injury and a range of other neurological conditions such as Huntingtons disease, Parkinsons, and multiple sclerosis.
Purpose
To work as part of a multi/inter disciplinary...
An outstanding job opportunity has arisen for a committed Service / Area Manager based in Ely, Cambridgeshire.
Salary up to £48,000 per annum DOE.
Specialism
Acquired brain injury and a range of other neurological conditions such as Huntingtons disease, Parkinsons, and multiple sclerosis.
Purpose
To take overall responsibility for the effective management of all aspects of the service, thereby ensuri...
Technical Manager Kings Lynn 35 45k
We are currently recruiting for a leading frozen food production company based in Kings Lynn.
Due to their continued growth and development they are seeking to employ a Technical Manager to start as soon
as possible on a permanent basis.
You will have:
Experience in a Quality assessing field previouslyHave a good knowledge of HACCP TACCP & VACCP systemsUnderst...
An outstanding job opportunity has arisen for a committed Speech and Language Therapist in Ipswich £17.03 - £17.73 per hour DOE. *Golden Hello Bonus of £3000*
Specialism
Acquired brain injury and a range of other neurological conditions such as Huntingtons disease, Parkinsons, and multiple sclerosis.
Purpose
To work as part of a multi/interdisciplinary team providing speech and language
therapy input...
An outstanding job opportunity has arisen for a committed Occupational Therapist in Hitchin, Hertfordshire.
Salary £38,360 - £44,700 per annum (pro rata), depending on experience.
Specialism
Acquired brain injury and a range of other neurological conditions such as Huntingtons disease, Parkinsons, and multiple sclerosis.
Purpose
To provide an occupational therapy service by assessing, implementing (by...
An outstanding job opportunity has arisen for a committed Nursery Manager, based in Thames Ditton, Surrey.
Salary £45000
Job Purpose:
To make sure that children are having a great time and thriving in the Nursery. That they are kept safe, our procedures and policies are followed & parents have a smooth experience.
Qualifications / Educational Requirements:
Minimum Level 3 qualification in Childcare ...
Company Information
Leading national charity, which exists to improve the lives of children and young people. With over 100 years of experience,their unique Headquarters offers world class services which include the provision of Education and Health Care to children and young people in the UK and nationally.
Job Purpose:
Responsible for the operational day-to-day delivery educational psychology input...
An outstanding job opportunity has arisen for a committed Head of Therapy Services in Fulwood, Preston
Salary £43,585 - £49,119 per annum DOE
Specialism
Acquired brain injury and a range of other neurological conditions such as Huntingtons disease, Parkinsons, and multiple sclerosis.
Purpose
To be accountable for the delivery and good governance of a multi-disciplinary therapy service by assessing, im...
As an Independent Financial Advisor (IFA), you will play a pivotal role in helping our clients make informed decisions regarding their financial matters. You will operate on a self-employed basis, offering you the flexibility to manage your schedule and build your own client base while benefiting from the support and resources of our established firm. You will have the opportunity to move to a ful...
