Financial Adviser Qualified Level 4

Posted 8 November by Cheetham Jackson Ltd

About the role

The position is office based with a full back office support team. The benefits of working as part of the Cheetham Jackson family include relevant life plans, private medical insurance, competitive bonus structure and complimentary discounts for a wide range of leisure time activities. We are looking for level 4 qualified IFAs who are proactive, motivated and able to identify and maximise new opportunities. Ability to build strong relationships with clients and ensure they receive the highest level of service. Candidates must be comfortable working with other professionals such as accountants and solicitors.

About Us

We are an independent financial planning business with a drive and dedication to deliver excellent financial planning to our clients. At the heart of our proposition is our belief that clients deserve the highest level of service.

We believe in providing personal face to face truly independent financial advice to clients. We are passionate about the quality of the advice we provide together with the ongoing service that we deliver. Successful financial planning is not merely the sale of an investment product but the provision of a bespoke, pro-active, long term advice service to our clients.

At our core we have 3 objectives:

  1. To be adviser of choice for all that live in the communities we serve
  2. To be employer of choice for all staff we employ now and in the future
  3. To play an integral role in the betterment of the communities in which we operate through philanthropic initiatives.

Required skills

  • Financial Advisory
  • Financial Services

Reference: 33750257

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