We’ve been asked to recruit an IFA Advisor for a company based in Northampton. Day to day, you’ll work closely with Directors, Administration staff, Clients and Providers. You’ll be responsible for delivering high-quality holistic financial planning advice to a portfolio of clients. In terms of your background, you’ll need to have the Chartered Insurance Institute (CII)
Diploma in Regulated Financial Planning or The London Institute of Banking & Finance
Diploma. The company has onsite parking and is easy to get to if using public transport…They are also able to support you with becoming fully Chartered. Below is an overview of the role;
Provide technical investment advice
Increase assets under management by offering investment solutions
Meet current business targets set by the company
Create, develop, and implement financial strategies
Liaise with consultants and members of the Investment Committee