Financial Adviser/ IFA

Financial Adviser/ IFA Job Description Template

Our company is looking for a Financial Adviser/ IFA to join our team.


  • Developing professional connections;
  • Liaising with financial services providers and other third parties;
  • Contacting clients and reviewing and responding to clients changing needs;
  • Analysing information and preparing plans that will be best suited to the individual or corporate client’s requirements;
  • Conducting in-depth reviews of client’s financial circumstances;
  • Designing financial strategies;
  • Maintaining compliance with FCA rules and regulations;
  • Negotiating with product suppliers for the best rates available;
  • Attend networking events;
  • Contacting clients and setting up meetings, either in the office, business premises or client’s homes;
  • Keeping up to date with legislation and financial products;
  • completing risk analyses;
  • Producing financial reports.


  • Proven background within financial advice;
  • Great communication skills;
  • Analytical with great attention to detail;
  • Level 4 Diploma Qualified;
  • Professional and ethical.