Independent Financial Advisor

Job Description

Due to growth and business development, Milestone Financial Planning is looking to recruit an Independent Financial Adviser to provide financial planning, investment and protection advice to new and existing clients, whilst at all times upholding the principles of the firm.

Milestone place an emphasis on client care and providing a tailored solution. Advice areas include Pensions, Investments, Protection, IHT and tax planning for both personal and corporate settings. We have a number of Joint Venture relationships with Solicitors and Accountancy firms, so the candidate will also need to provide an effective service to these professionals.

The firm has a strong team working culture and this role will be supported by both Administrators and Paraplanners, as well as other experienced professionals within the business. There are opportunities to develop within the business and other associated projects and we ensure that internal talent and career development is supported in line with our dynamic business strategy.

This role would suit someone with a technical mind, who has the ability to develop and nurture professional and client relationships, create introducers and referrals whilst applying a high level of knowledge to develop reasoned strategies to suit both client and business needs and objectives.

Responsibilities will include

Building and maintaining a client portfolio.
Client engagement and building strong, trusting and long-lasting relationships.
Information and risk analysis and potential constraints or changes that may affect strategy.
Making recommendations and reviewing portfolios. Formulating and delivering advice in a manner that is commensurate with both FCA rules and our own procedures. Conducting in depth reviews of strategy and provision to suit ongoing needs and future aims.

Qualifications and Requirements

Relevant financial industry qualifications (Level 4 Diploma essential).
Up to date Statement of Professional Standing (essential).
Proven working experience as a successful Financial Adviser with a track record in writing business and creating lasting relationships with clients, introducers and providers. (essential).
Proficiency in Word, Excel, Outlook, PowerPoint and relevant financial software systems.
Valid driver’s license.

Essential Practical Skills

Excellent interpersonal skills.
Ability to listen, empathise and build trust with confident private clients who are frequently successful in their field of endeavour.
Exceptional written and verbal communication skills, presentation skills and a strong command of the English language.
Knowledge of FCA Principles.
Knowledge of FCA Code of Approved Persons.
Knowledge of the FCA FIT handbook and Guidance.

If you are interested in hearing more about this position, please get in touch with us at enquiries@milestonefp.co.uk