IFA Business Development

Posted 3 days ago by Reed Insurance Featured
My Client is well established and well respected firm of Chartered Financial Planners based in Chester. They are completely independent which means they are able to offer the best impartial advise based on products from the whole market place.

They operate within Pensions, Investments Protection & Mortgages, side of Financial Services. Due to recent expansion, they are now looking to meet with and Experienced Level 4 Diploma Qualified Financial Adviser / IFA.

The business has a great family feel and a great place to work, this is proved by the fact they retain 95% of their staff within the firms 20 year history. They will reward well with great salary and benefits packages to entice the best people.

Duties:

Building or retaining their current client client based to ensure business growth

Identifying the most suitable service proposition and making referrals

Engaging clients and building relationships

Delivering formal recommendations

Following up new business initiatives

Skills:

Level 4 Diploma Qualified / Chartered

Wealth of experience within a Financial Advisor role

A high level of confidence, sales & presentational skills and interpersonal skills are also key

The ability to approach all tasks with a positive attitude, presenting yourself in a professional manner in line with the expectations of the practice

Reed Specialist Recruitment Limited is an employment agency and employment business

Application questions

Are you a Chartered Financial Planner?
Do you have a level 4 Diploma in Financial Services?

Reference: 34512574

Bank or payment details should not be provided when applying for a job. reed.co.uk is not responsible for any external website content. All applications should be made via the 'Apply now' button.

Report this job