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Desk Based Financial Adviser Newly Qualified or Experienced

Posted 4 January by MB Fitzgerald Ended

Due to continued increased business levels, a professional financial advisory practice is seeking a Desk Based IFA to be based out of their Northwich offices. The company specialise in Pension Transfer Advice via the telephone and online.

In this regulated Financial Planning role the adviser will maximise the potential from an agreed database of existing clients and new leads to maximise business for the benefit of client, adviser and company.

In addition:-

  • Maintain a high degree of contact with clients via the telephone in line with agreed measurable service levels
  • Adhere to their client's policies and procedures including Treating Customer Fairly.
  • Maintain a thorough understanding of all relevant products, propositions and legislative requirements, both current and in the future.
  • Demonstrate a commitment to personal development through the enrolment on internal or external training programmes.

Successful applicants MUST be Level 4 Diploma qualified and will ideally have previous experience of regulated financial planning advice. My client will however consider good quality Paraplanner or somebody from Bancassurance/ Mortgage Adviser/ Other sales focused or customer services role, seeking to make the step into an advisory role.

The position will be almost entirely desk based but there will be occasions when this could lead to face to face experience. Candidates with previous Telephone based sales or Advice experience would be at an advantage.

This is an excellent opportunity for a Diploma Qualified individual seeking a stable Adviser role at a company who can provide high quality clients and leads as well as offering a good salary and a realistic first year OTE. The package is negotiable depending on experience and qualifications

Reference: 34141203

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