Financial Adviser (TB-698)
Salary Negotiable (Self-Employed option available)
Our client is a successful and progressive firm of Independent Financial Advisers which has established key business relationships with firms of Accountants and Solicitors. As a result of continued growth and success, the firm are looking for an IFA to join the team. Within the role, you will offer clients strategic financial planning on Investment, Pension, Insurance and IHT. The role has an office base with back office support and client assistance provided.
- Motivated Individual
- Level 4 Diploma in Financial Services (or equivalent) with an interest in achieving chartered status.
- Ability to conduct professional and comprehensive client meetings including a qualitative assessment of the client’s attitude to risk with a view to providing tailored solutions on a truly independent basis.
- minimum of 2 years + experience in a similar role
- Ideally you will hold CAS or have held it recently.