Self Employed Financial Adviser Some clients and leads provided
One of the UK’s leading IFA firms based in a prestigious location in London, this firm provides a range of pensions, protection and investment advice and is renowned for its forward thinking approach to client needs.
About the role:As a Self Employed Financial Adviser, you will be advising clients with all their financial needs. You will be expected to produce income from your own clients, initiatives and efforts, however a regular flow of leads will be provided from in-house activities. For the right individual you will be given a portfolio of clients to manage after a settling in period. For this role, there is a pensions and investment focus and you require excellent knowledge around this.
Key Skills/Experienced Required:You will hold the Diploma in Financial Planning as a minimum and will have previous Advice experience, preferably with a pensions and investment focus. Ideally you will have some clients to bring with you however this is not essential. FootnoteIf your application is successful we will contact you to discuss the opportunity in more detail, within 72 hours of receiving your application.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 be advised that if unsuccessful for this role we may keep your details in our hold file for 6 months, during which time you may be contacted for other suitable vacancies. If you do not want us to do this please call us.In the meantime, we would like to thank you for your interest in Cavendish Maine.
This job was originally posted as www.totaljobs.com/job/76079328