Our client is a well respected nationwide IFA seeking a level four qualified financial services professional to join their team
This is a phone based role where you will provide regulated financial advice to clients, building long term professional relationships
The group provide a broad range of Wealth Management and Financial Planning services, tailored in-house model portfolios and discretionary investment management services. The company is directly authorised and independent
The role
To provide financial advice to retail and corporate clients
With a structured proposition, you will tailor each customer proposition each clients individual needs and aim to provide advice to the highest possible standard
Trust, Value and Respect are at the core of the firms culture and apply equally to our team members as to our customers
Benefits
Competitive salary
Performance related bonus
The chance to be trained to becoming a specialist financial planner.
100% clients to work with - no business development
Back office support provided
Excellent lead generation
Full support towards professional qualifications
Relevant skills and knowledge
Level 4 Financial Planning Diploma
A pleasant and articulate telephone manner with the ability to communicate effectively at all levels
Knowledge and understanding of the FCA’s regulatory and compliance procedures including record keeping requirements
A willingness to work closely with the firms support functions in order to provide the best possible outcomes for clients
The ability to demonstrate that you are a person of the highest integrity
Financial Adviser, Southampton
Our client is a well respected nationwide IFA seeking a level four qualified financial services professional to join their team
Similar Jobs