IFA

Based in Lincolnshire

OTE £60,000 year one.

Accomplish Today are searching for a qualified financial advisor to join us in providing a balanced combination of professional investment management and personalized financial planning. The ideal candidate shares our commitment to carefully guided decision-making for portfolio management, estate planning, tax minimization, risk management, budgeting, generational wealth education, charitable giving, socially responsible investing, asset purchases, and sales. As a member of our advisory team, the financial advisor will work with like-minded professionals and continually focus on sharpening the skills and knowledge that put us at the top of our industry.

Objectives of this role

• Be an integral member of the advisory team and provide financial planning and investment advice to clients ranging in age and wealth

• Take primary responsibility for all aspects of a client relationship, working closely to fully understand the financial situation and requirements

• Monitor market performance to develop and deliver sound investment advice and strategies

• Execute accurate reporting that enables sound analysis and financial recommendations

• Comply with national and local financial regulations by studying existing and proposed legislation

• Continue professional development with classes, workshops, webinars, publications, networks, and associations in order to remain up to date with the fundamentals of financial planning, risk management, and investment management

Responsibilities

• Utilise the firm’s client-centered wealth management philosophy to guide advisory services for individual clients

• Meet with clients to form a financial plan, including expenses, income, insurance coverage, objectives, tax status, and risk tolerance

• Analyze market performance, investments, and client data to develop strategies for meeting financial goals

• Collaborate with other tax, legal, and insurance professionals to develop a client’s entire financial roadmap and ensure progress in achieving goals

• Review client accounts regularly to determine if adjustments are needed because of personal or financial changes

• Interpret data and prepare income projections, financial summaries, and investment performance reports, and update client portfolios accordingly

Required skills and qualifications

• Current certificate of qualifications, which may include FCA, CII, DipFA, CISI, and FINRA Series 7

• Knowledge of the securities, insurance, and mutual fund industries

• Personal integrity and an ability to maintain the confidentiality of company and client information

Benefits

• Admin and Paraplanning support provided

• Leads provided

• Inhouse compliance support

• Milage and parking paid

• Competitive base salary plus 25% bonus plus £3,600 Tax Free EOT Bonus

• Electric Car Scheme available

• Full clean driving licence and own car required