IFA (Remote)
- Location: NOTTINGHAM, Nottingham
- Type: Permanent
- Job #88349
- Salary: £40,000 - £45,000 Per Annum
- Establish contact with clients and gather necessary information to provide suitable advice.
- Analyse client information accurately to offer appropriate recommendations.
- Present advice clearly, explaining charges, fees, and disadvantages.
- Complete documentation thoroughly and adhere to company processes.
- Maintain client records and develop effective relationships with clients, colleagues, and product providers.
- Knowledge of the financial planning market, including products and services.
- Working knowledge of FCA rules and guidelines.
- Diploma in Financial Planning.
- IT literacy, including Microsoft Packages.
- Strong time management, problem-solving, and decision-making skills.
- Ability to work under pressure and promote a team spirit.
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