Independent Financial Adviser

Posted 13 September by Blakemore Recruitment
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This well established Chartered Financial Planner firm based in Canterbury are now recruiting for a highly sought after IFA who are looking to due to increased business levels and continued growth. This is a great opportunity for someone who is currently in a Paraplanner role and looking to get into an Adviser role.

They have some existing clients that could be passed to the successful applicant to look after, and potential leads, although they would be looking for a candidate with drive and ambition to find new clients of their own.

You must be a Financial Adviser or an experinced Paraplanner and looking to move into an adviser role. You must also have at least level 4 diploma qualifications and be a good communicator.

This is an excellent opportunity to join an organisation who will give you a great start towards achieving success.

Responsibilities:

  • Provide financial advice including, but not limited to retirement planning, savings and investments, protection, mortgages and estate planning, using the company’s systems and in line with company policies.
  • Stay up-to-date with new products, technical or legislative changes within the marketplace;Comply at all times with the Compliance and Training & Competence Procedures of the firm.
  • Comply at all times with the requirements of the Financial Services and Markets Act 2000, and the FCA Principles, Rules and the Code of Practice for Approved Persons.

For more details regarding this role please contact Harry Roberts at Blakemore Recruitment

Required skills

  • Adviser
  • Financial Planning
  • Financial Services
  • Wealth Management
  • Independent Financial Advice

Reference: 36103231

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