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IEP Financial Career Opportunities

Join a professional team that takes pride in excellent service

Financial Adviser

Financial advisers provide clients with advice on financial matters, making recommendations on ways to best achieve their objectives. The role involves researching the marketplace and advising clients on the products and services available, ensuring they are aware of and understand those that best meet their needs. You will be Diploma qualified (Level 4) and able to advise on the full range of products.

Responsibilities

  • Contacting clients and setting up meetings, either within an office environment or in clients' homes or business premises.
  • Conducting in-depth reviews of clients' financial circumstances, current provision and future aims.
  • Analysing information and preparing plans best suited to individual and corporate clients' requirements.
  • Completing risk analyses.
  • Researching the marketplace and providing clients with information on new and existing products and services.
  • Designing financial strategies.
  • Assisting clients to make informed decisions.
  • Researching information from various sources, including providers of financial products.
  • Reviewing and responding to clients’ changing needs and financial circumstances.
  • Negotiating with product suppliers for the best possible rates.
  • Liaising with financial services providers and other professionals.
  • Keeping up to date with financial products and legislation.
  • Producing financial reports.
  • Contacting clients with news of new financial products or changes to legislation that may affect their savings and investments.
  • Attending networking events.
  • Developing professional connections.
  • Maintaining and updating individual continued professional development plans monthly, to be reviewed periodically by the Compliance Officer.
  • Maintaining compliance with the FCA rules and principles for Approved Persons and Code of Practice.
  • Meeting the regulatory aspects of the role, e.g. requirements for disclosure, costs of the services provided, and also the advised products.
  • Act ethically, impartially and always in the best interests of clients.
  • Follow the internal IEP processes and procedures.
  • Ensure IEP meet the expectations of the FCA with regards to treating customers fairly.
  • Act in accordance with the terms and conditions of your employment contract.
These duties are not to be regarded as exhaustive and you may be required to perform such other and/or additional duties within your skill-set and competence as the company may require.
IEP Financial is authorised and regulated by The Financial Conduct Authority (FCA)
Salary: Negotiable depending on experience
Additional benefits: 25 days holiday + bank holidays, company paid eye tests & flu jabs, death in service x3 annual salary, pension scheme.
Based in Hove, East Sussex.

Why join IEP Financial?

You might be looking for a career as a financial adviser, or would like to begin a career in the financial sector. Whichever it is, IEP is a warm and friendly environment for you to truly love the work you do.

We help you to grow

IEP has always maintained a commitment to continuous professional development. This includes employment opportunities for people beginning their careers in the financial services sector.

Our Job Opportunities will be listed on our website and in the local media. If you would like to receive notifications of these job opportunities please contact us on [email protected]


Senior Independent Financial Adviser

IEP Financial are recruiting for an experienced Senior Independent Financial Adviser to join the team.The role will be to look after an existing, mature book of clients and grow the book with a mixture of repeat business and new clients.

The candidate should have 10+years experience in an IFA role and proven experience working with and developing a mature client book. Candidates should have vast experience advising clients with complex needs across a broad spectrum of advice, including complex retirement and inheritance tax planning. Experience advising personal and corporate clients essential. Chartered financial planners preferred.

Role Purpose

To provide clients with advice on financial matters, making recommendations on ways to best achieve their objectives. Within your role, you will research the marketplace and advise clients on the products and services available, ensuring they are aware of and understand those that best meet their needs. There will be an inherited client bank and also an expectation to either bring additional clients and build the existing client bank.

Responsibilities

  • Contacting clients and setting up meetings, either at our offices in Hove, the clients' homes or business premises or via Zoom.
  • Conducting in-depth reviews of clients' financial circumstances, current provision and future aims.
  • Analysing information and preparing plans best suited to individual and corporate clients' requirements.
  • Completing assessing and agreeing risk analysis.
  • Researching the marketplace and providing clients with information on new and existing products and services as appropriate.
  • Designing financial strategies with cashflow modelling.
  • Assisting clients to make informed decisions.
  • Researching information from various sources, including providers of financial products.
  • Reviewing and responding to clients’ changing needs and financial circumstances.
  • Liaising with financial services providers and other professionals.
  • Keeping up to date with financial products and legislation (CPD).
  • Producing financial reports and cashflow projections in conjunction with the paraplanning resource.
  • Contacting clients with news of new financial products or changes to legislation that may affect their savings and investments.
  • Attending networking events.
  • Developing professional connections.
  • Maintaining and updating individual continued professional development plans monthly, to be reviewed periodically by the Compliance Officer.
  • Maintaining compliance with the FCA rules and principles for Approved Persons and Code of Practice.
  • Meeting the regulatory aspects of the role, e.g. requirements for disclosure, costs of the services provided, and also the advised products.
  • Act ethically, impartially and always in the best interests of clients.
  • Follow the internal IEP processes and procedures.
  • Ensure IEP meet the expectations of the FCA with regards to treating customers fairly.
  • Act in accordance with the terms and conditions of your employment contract
  • Ensure IEP meet the expectations of the FCA with regards to treating customers fairly.
  • Act in accordance with the terms and conditions of your employment contract.

These duties are not to be regarded as exhaustive and you may be required to perform such other and/or additional duties within your skill-set and competence as the company may require.

Salary: On offer is a very competitive base salary of £50-75,000pa DoE + performance related bonus.

Please note: Salary will be based on experience and qualifications.

Company Benefits: 25 days holiday + bank holidays, company paid eye tests & flu jabs, death in service x3 annual salary, company pension scheme.

Other benefits include:

25 days annual leave per year plus bank holidays
Death in service cover of 3x basic salary
Free company flu jabs
Free eye tests
Workplace pension scheme with a 3% employer contribution

How to apply

Please email your CV to: [email protected]

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