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My client is a progressive regional firm of Independent Financial Planners in Yorkshire, providing their clients with Independent Financial Advice. They have been established for over 15 years and despite their expanding size and growth, they are true to their heritage as a family run business.
All clients and leads are supplied, so there is no need to bring a client book when you join the business. You will have full use of the Administration and Paraplanning team, to make sure that a high level of customer service is offered at all times.
If you are a current Paraplanner looking to move into an IFA role, a Trainee IFA or current IFA looking for a well established business to join, please read on!
The Independent Financial Adviser will carry out the following:
- Attend regular meetings with the technical team and colleagues.
- Efficient remote financial advice
- Act in a professional manner at all times
- Complete all documentation required by the business.
- Act in accordance with the FCA Code of Conduct for company representatives.
Skills and experience:
- Ability to build / maintain strong customer relationships.
- Professional approach.
- Drive and determination to succeed.
- Strong communication skills.
- Working knowledge of computer systems.
You WILL be required to hold the Level 4 qualification as a minimum in Financial Advice, although Chartered qualified is a preference.
Due to the overwhelming application response, we receive through various sources, should you not hear from us within one week then please assume your application has been unsuccessful.
Please note that our client is an equal opportunities employer and adheres to all relevant legislation and offer services regardless of age, race, sex, disability or religious belief.
