Independent Financial Adviser

Posted 11 December 2019 by CF30 Consulting
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Our client is a long standing and well-respected provider of financial planning, with offices in the South of England they are currently recruiting a number of Independent Financial Advisers to add to their East Anglia offering.

This is an excellent opportunity for a qualified adviser or QCA level 4 qualified paraplanner looking to move into a self-employed role as full support to generate your own book of clients will be provided.

Role & Responsibilities:

- Assisting customers with pension & investment products.

- Develop a positive relationship with all customers.

- Respond to customer enquiries & identify the customer’s needs.

- Service existing client bank.

- Act in accordance with current regulatory procedures.

- The Ideal Person:

- You are honest, ethical and always put the needs of your client’s first.

- You will have the excellent ability to build rapport.

- You will have exceptional customer service skills.

- You will be proactive & able to use your initiative.

The role could suit an employed adviser looking to make the switch to the self-employed market, an experienced self-employed adviser with an existing client bank already or even a qualified paraplanner looking to step up into an advice role.

Required skills

  • Investment
  • Pensions
  • Independent Financial Advice

Reference: 39547706

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