Independent Financial Adviser

Posted 22 March by North Oak Recruitment Ltd

Independent Financial Adviser

Nottingham (our ref AL817)

Competitive salary + benefits - quality client bank provided

An exciting opportunity has arisen with this prestigious Law Firm to work as an Independent Financial Adviser (IFA) within the Investment Management team and there is a quality client bank ready and waiting to be handed to you.

We are seeking an enthusiastic and motivated individual to join the department. The role will involve delivering compliant financial advice to clients of the firm, developing financial business opportunities, marketing the department’s services through networking and formal business presentations, meeting fee income targets and adding value to the department and the firm.

The successful candidate will have previous experience as an IFA in a professional environment and will be qualified and working towards a chartered status. You will be a team player, meticulous in your method of working, have excellent attention to detail and enjoy client interaction. Exceptional customer service, telephone and interpersonal skills are also required along with IT proficiency.

If this role is of interest, please apply in confidence with an up to date CV or call Angela Liscombe at North Oak Recruitment for a confidential discussion.

Required skills

  • Financial Services
  • Holistic Financial Planning
  • Investments
  • Wealth Management
  • Independent Financial Advice

Application questions

Are you CII Diploma Qualified as a minimum?
Have you provided financial planning advice within an IFA environment previously?

Reference: 34450072

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