IFA Inverness

Our Client is a major financial services Brand, providing independent financial advice to their specialsit affinity marketplace. They have a need for a Financial Adviser (IFA), to service an extensive portfolio of clients.

This role will involve maintaining regular contact with the Company’s existing customer base, promoting the Company's impressive suite of Protection, Retirement and Investment products. Primarily this will include -

• Conducting regular fact finds to establish your Clients’ changing need pattern.
• Making recommendations and tailoring financial solutions.
• Managing the expectations of your Clients and adhering to TCF guidelines.
• Providing exceptional levels of service at all times.

Applicants will currently be CAS authorised for Pension and Investment business.

Demonstrable sales & quality record gained in either a Tied or IFA environment.

FPC / CEFA or equivalent, ideally progressing towards Diploma Level 4.

This is an excellent opportunity with a strong Brand.

Salary to £40k+, plus bonus and benefits package

• Please call or email - James Donnelly