About Us:
Broom Consultants is a well-established financial services firm with a strong reputation for delivering personalised, high-quality advice to our clients. We work across a broad range of financial planning areas, helping individuals and businesses achieve their financial goals with confidence and clarity.
We are currently seeking a motivated and experienced Independent Financial Adviser (IFA) to join our dynamic team in Brentwood, Essex.
Key Responsibilities
- Client Engagement: Build and maintain strong, long-term relationships with clients, providing tailored financial planning advice.
- Advice Delivery: Offer expert advice across a range of financial products, including pensions, investments, protection, and inheritance tax planning.
- Portfolio Management: Regularly review client portfolios to ensure alignment with their financial goals and risk tolerance.
- Business Development: Generate new client opportunities through referrals, networking, and proactive outreach.
- Compliance: Ensure all advice and recommendations meet FCA regulatory requirements and company compliance standards.
- Research and Analysis: Conduct in-depth research to identify suitable financial products and solutions for clients.
- Administration: Work collaboratively with support teams to streamline the advice process.
Key Requirements
- Qualifications: Level 4 Diploma in Financial Planning (required).
- Experience:
- Experience as an Independent Financial Adviser.
- Proven track record of delivering advice across a range of financial planning areas.
- Existing client bank (desirable but not essential).
- Skills:
- Strong communication and interpersonal skills.
- Ability to explain complex financial information in a clear and understandable way.
- Proficiency in using financial planning software and CRM systems (e.g., Intelligent Office).
- Self-motivated with excellent organisational skills.
- Attributes:
- Client-focused with a commitment to delivering outstanding service.
- Ethical and professional approach to financial planning.
- Entrepreneurial mindset with the drive to grow and develop a client base.
How to Apply:
If you are an experienced Independent Financial Adviser looking to join a forward-thinking firm with excellent growth opportunities, we would love to hear from you.
Please send your CV and a cover letter outlining your experience and suitability for the role to leanne.greenfield@broomconsultants.com
