IFA - Employed - Chartered Firm

Robinson Financial Careers

King's Lynn

A new opportunity has been created for a career minded IFA to join one of the UK’s largest Chartered Wealth Management Houses at their Dersingham location.

This opportunity comes with a clear developmental path, initial and ongoing clients and a comprehensive succession plan.

Role Overview
• Provide professional advice and solutions in accordance with FA regulations, adhering to group standards, processes, and procedures, providing the most suitable research for all clients
• Generate new client opportunities through a combination of self-generated introductions, professional connections and existing clients.
• Identify and provide new business opportunities across a broad range of financial planning needs, enabling clients to achieve their financial goals. Taking responsibility to maintain and expand client numbers, AUM, and revenue, through proactive and excellent service.
• Gather, analyse, and document all information needed to provide financial advice in line with group... More Detail

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