Financial Adviser (IFA) - London, Harrow
Our client is looking to welcome a Financial Adviser on their team based in Harrow. This will be an office based opportunity with a high earning potential. You will be advise clients as appropriate to their circumstances and objectives.
Specific responsibilities
Prospecting and contacting potential clients in accordance with the firm’s business planMaking sure sufficient client information is obtained before any recommendation is madeMaking sure you follow relevant advice and sales procedures at all timesMaking sure portfolios are managed in accordance with the client’s mandate, objectives and the firm’s investment propositionUndertaking appropriate product and market researchMaking sure suitable recommendations are made at all timesMaking sure all supporting documents are maintainedMaking sure all clients are ...