Office Based IFA (Trainee IFAs considered)

Posted 11 January by Exchange Street Financial Services

Exchange Street is currently working on an exclusive assignment with a growing IFA business as they look to recruit a new adviser for their Nottingham city centre office. With their own in house marketing team generating new business opportunities across the UK along with an established client base producing c£100,000 recurring income that requires servicing, they have identified a requirement for a predominantly office based consultant who will conduct most of their business through email and telephone calls.

Working in accordance with compliance procedures and applying the prescribed advice processes, consultants will provide full financial reviews and advise across a full product spectrum. The role holds full CF30 authorisation for regulated advice. The role is also supported by an experienced administration and paraplanning team.

To be considered applicants MUST have the CII or IFS Level 4 diploma qualification as a minimum and be fully committed to ongoing professional development towards Chartered status. The role will suit both junior/trainee advisers (possibly paraplanners) or advisers looking for a less face to face advice role and applications will be welcomed from those with either IFA, restricted or bancassurance backgrounds.

The role is fully employed with an attractive basic salary to £32,000 along with bonus and ongoing support with training and CPD.

Required skills

  • Financial Planning
  • Pensions
  • IFA
  • Diploma
  • Financial Adviser

Application question

Do you have level 4 diploma qualification?

Reference: 33241185

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