IFA Independent Financial Advisor, Croydon

Within this established, respected ?0ne Stop shop?, 40 staff strong,  firm of Surrey chartered accountants, offering a ?one stop shop? to clients offering accounts preparation, personal and corporate tax planning , corporate finance together with non-commission driven (FSA regulated) financial planning and advice to HNW corporate and private clients. This role will  provide impartial,( non-commission driven) holistic financial advice to prospective and existing private clients based on their financial requirements, building upon an existing established client portfolio including :- Provide holistic financial planning to prospective and existing clients Compile accurate investment reports that reflect client requirements and meet internal business standards Undertake regular fact-finding, presentations and service review meeting with clients Maintain and ensure client files are kept up to date Strive to recognise new business opportunities Follow up on all enquiries in a timely manner Ensure on-going continuous professional development Supervising support team of 4-5 ACA trainees You are DipFA) Diploma Level 4 qualified, or late part qualified with at least 4-5 years proven track record of working as a Financial Adviser, preferably within a firm of chartered accountants. The role has a flat salary and is non-commission based  (FSA regulated) , so this would suit an professional individual who  prides themselves on providing quality, impartial advice rather than being commission driven, This represents a secure, long term career move to an established, secure local firm. Candidate without the above criteria will not be responded to