Independent Financial Advisor

Posted 26 June by Paul Mitchell Associates
My client based in Nuneaton, Coventry and Leicester, are looking for an experienced Independent Financial Adviser to join their continuously growing financial planning department.

Responsibilities:

·Pro-actively manage new client referrals to generate fee income for the business
·Uphold the values of the firm in a compliant manner
·Adopt a discrete and confidential disposition whilst also having the interpersonal skills to communicate and interact with the technical support staff, other colleagues and external sources effectively
·Provide holistic advice to internal and external clients

The successful candidate will need:

·Chartered status or working towards qualification
·Experience in a similar role, will have dealt extensively with both private and corporate clients
·Extensive knowledge of pensions, investments, protection, tax planning and trust arrangements
·Good networking and business development skills

If you possess the skills and experience required, please contact Michelle at Paul Mitchell Associates on

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Required skills

  • Financial Services
  • IFA
  • Financial Advisor
  • Independent Financial Advisor

Application questions

Does your professional experience reflect the key requirements of the job spec?
Do you possess solid experience as an Independent Financial Advisor or within a similar role?
Do you have knowledge of pensions, investments, protection, tax planning and trust arrangements?

Reference: 35250350

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