Skip to main content

IFA Jobs

Independent financial advisors, also known as IFAs are qualified professionals who offer financial advice and recommend financial products to their clients. They are called independent because they do not represent any particular insurance companies or banks but work independently for their customers. IFA recruitment need to be regulated by the Financial Services Authority and should meet necessary qualification requirements.


IFA Recruitment:


IFAs have a wide scope and can choose to work in various financial industries. Basically there are three types of financial advisors


Tied advisor: You will be working for a bank or insurance company selling only their products.
Multi-tied advisor: You will be selling several companies’ financial products.
IFA: You will have the freedom to advice any company’s products.

IFA Jobs Description:


Basically IFAs provide financial advice to help their clients utilise their money in the best possible way. IFA jobs IFA jobs involve advising customers on financial products and services. As an IFA you can either choose to specialize in any specific products such as selling pension schemes, offering mortgage advice or work as a general advisor providing clients advice on all kinds of investments, insurance and saving plans. IFA jobs involve different types of clients approaching you for suitable investment advice.

They can either be private individuals, specific groups or corporate organisations. IFAs can charge commissions for their services or charge a fixed rate for all the financial services they offer.

Tasks of IFAs:


Some of the basic tasks that an IFA is required to carry out are


Meeting clients and offering consultation services.
Understanding clients’ financial situation, aims and objectives.
Providing all the necessary information on financial products and services.
Analyzing clients’ current financial situation and designing the most suitable financial strategies.
Helping the clients to make decisions.
Selling and promoting financial products.
Negotiating for best deals with product suppliers.
Update clients with new products, changes to legislation and other necessary information that may affect their investments and savings.
Communicate in print the annual summaries of investments, costs and pension plans to clients. 
Stay up dated on current legislation and financial products.

Labels:

Comments

Post a Comment

Popular posts from this blog

Siap Kerja? Lowongan Ini Sesuai Dengan Anda

Dewasa ini, Zaman semakin maju dengan pesat. Karena adanya berbagai tekhnologi yang canggih serta sadar nya manusia untuk menemuh jenjang pendidikan sedini mungkin. Endidikan dan tekhnologi adalah faktor yang mendukung dalam perkembangan  ekonomi di dunia. Namun, semuanya itu berawal dari pendidikan tanpa orang yang berpendidikan tidak akan tercita tekhnologi yang begitu canggih di masa depan ini. Peran serta orang tua dalam mendukung pendidikan anak begitu sangat penting. Maka dari itu, dari tahun ke tahun selalu bermunculan anak yang berprestasi dan sangat membanggakan keduaorangtuanya. Dukungan kedua orang tua begitu enting dalam perkembangan anak dalam menempuh pendidikan. Dukungan itu menjadi tolak ukur anak dalam menggapai impian nya. Sehingga perkembangan tekhnologi di dunia terus berkembang dengan pesat ditambah lagi dengan berbagai inovasi terbaru yang dbuat oleh karya anak bangsa. Dengan menempuh pendidikan yang tinggi itu adalah langkah awal anda dalam menggapai cita-
Post a Comment
Read more

Teaching jobs

There are many benefits to studying abroad - you will acquire cross-cultural experience, gain new perspectives on your chosen field of study, and make many new friends. But studying in the United States offers additional opportunities and challenges for aspiring teachers, as the field of education is changing dramatically. Never before has so much attention been paid to the quality of teacher education and to our nation's schools. This new emphasis on teaching and learning makes it an exciting time to be working and studying in the field. For complete details about study in uk, visit abroad education corner. One reason why teacher training has become a top priority in the US is the nation's growing need for teachers. Forecasters project that we will need to hire two million new teachers over the next decade. Students who receive a teaching degree in the US will find many employment opportunities, particularly in fields like mathematics, special education, science, and ESL. Fut
Post a Comment
Read more

Chicago IT Jobs

Chicago is very famous in providing different career opportunities. Business and Accounting Careers and Software jobs in Chicago can be easily approached with that of technology Jobs and career. The fields of business and accounting have already made a marketplace full of opportunities. Are you really seeking for principal career opportunity in US? Are you confused about career and Jobs in New York? Are you looking for Financial Technology Jobs in Chicago? Are you looking for good package and job approvals? You are free to get all these answers here in NY, one of the chief and leader places. Here jobs according to your need are easily accessible. Definitely you go for classifieds advertisements in different newspaper to search vacancies. However, many of career opportunities and Technology Jobs are not given there. So here is need to go for other resource to obtain an additional clear and summarizing vision of the occupation scene, some of the resources have these different opportunit
Post a Comment
Read more