This job has ended. Find similar jobs.

Independent Financial Advisor

Posted 1 February by Robertson Sewell Ended

Role: Independent Financial Advisor (IFA)

Location: Leeds

Salary: £competitive + package

Robertson Sewell is currently in the process of recruiting an Independent Financial Advisor for a growing client to be based out of their Leeds office. Our Client is a truly refreshing professional services provider who have a completely different take on what sort of service should be expected within this field. In joining this company, you would be joining a growing business who are doing things differently and positively disrupting the current market.

The candidate will need to have relevant qualified experience and be able to showcase evidence of excellent customer service and client management throughout their career. We are looking for a candidate who can tailor a bespoke service to each client rather than a generic high volume approach.

Key responsibilities:

  • Analysis and review of client financial circumstances
  • Completing client risk analysis
  • Bespoke financial planning strategies for each individual case
  • Producing financial reports
  • Research of Financial Product providers
  • Networking and introducing other business connections

If you are interested in finding out more about the position, please get in touch with the Robertson Sewell team.

Required skills

  • Analysis
  • Financial Planning
  • Networking
  • Professional Services
  • Risk

Reference: 34377334

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

Report this job