Kings Permanent Recruitment For Estate AgentsSpecialist Estate Agency Recruitment to the Property Industry Your Job Details Independent Financial Advisor - Home / Field BasedSalary: £47,500 Basic Salary, £5,000 Car Allowance, £76,250 ON Target EarningsJob Location: Guildford, SurreyJob Status: Not ActiveDate Posted: 17.08.19Job Identification Number: 36205If you are an experienced IFA looking for a role with plenty of leads and opportunities to convert in to deals, that offers unparalleled flexibility of working hours, then look no further!My clients are a well-known Financial Services Network that operate throughout the UK. They are currently seeking a pro-active and dynamic IFA, who is capable of maximising sales opportunities, to cover a large geographical area whilst working from home. In return, the successful Applicant with receive an outstanding benefits package, working within a role that offers complete flexibility on how you conduct your working week. You must be an experienced and active IFA, who has achieved a Level 4 Diploma and possesses an active Statement of Professional standing (SPS) certificate. Independent Financial Advisor - Home / Field Based - Responsibilities: To maximise the opportunities for financial advice provided by the Society’s program of pre-retirement courses, internal leads from PM CRC, NARPO advice requests and self-generated lead sources To identify, generate and develop relationships and opportunities with existing and potential clients through networking and referrals To gather sufficient information to identify the needs of clients, to undertake the relevant research and analysis such that appropriate recommendations can be made To complete 'pre sale’ suitability reports and all supporting documentation in a clear, accurate and timely manner to the standards expected by the business To agree, and establish, the solutions as recommended To monitor the investments of clients where we have made a commitment to do so To conduct client reviews, on a commercial basis, at a frequency agreed with the client To assist in the production of Management Information as required To ensure compliance with all requirements of the Society’s regulator and to champion TCF principles in all member interactions To ensure that all market, technical and regulatory knowledge is kept up to date To achieve performance levels, across a broad range of KPI’s, in line with those agreed with the IFA Team Manager Independent Financial Advisor - Home / Field Based - Requirements: Level 4 Diploma and an active Statement of Professional standing (SPS) certificate Chartered status, or a desire to work towards this A clear ability to Question and Understand client needs An aptitude for structuring financial plans to achieve client objectives A concern for quality & accuracy Commercial thinking Communicating & Influencing Information gathering & analysis Time management & planning Delivering the Mutuality Living the Mutuality Working within a regulated environment Team working The ability Independent Financial Advisor - Home / Field Based - Remuneration: £47,500 Basic Salary £5,000 Annual Car Allowance Up to £76,250 On Target Earnings Company Life Assurance Private Medical Healthcare Plus Other BenefitsApply for this job