Independent Financial Advisor

Heat Recruitment
Milton Keynes
From £35,000 to £35,000 per annum
01 Oct 2017
03 Nov 2017
Contract Type
Full Time
Job Title: Independent Financial Advisor

Salary: £35,000

Location: Milton Keynes

The Client:

Due to continued expansion, an established Financial Services practice is looking for a high-quality Independent Financial Adviser to join the organisation and assist in dealing with increasing levels of demand in all areas of private financial planning.

The opportunity:

Paraplanning and administrative support can be provided as well as an experienced management team within the firm. This is a fantastic chance for a self-sufficient professional who is looking for a company that will allow them freedom to plan and manage themselves whilst supporting them to allow them to see as many clients as possible.

Prospect/contact potential clients to ensure sales targets are metEnsure sufficient client information obtained and analyse information gatheredUndertake sufficient product and market research in conjunction with paraplannersEnsure suitable recommendations are made.Ensure all supporting documentation is available and maintainedSkills:

Level 4 diploma qualification as a minimumChartered status is preferableValid SPS CertificateAchieved CAS statusWhat next?

Apply today to be considered for this opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. In this discussion we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements.

Additionally, refer a friend or colleague to us and receive £200 in vouchers if we assist them in securing a new career.

Job Synonyms:

IFA *Independent Financial Adviser, Independent Financial Advisor, Financial Planner, Wealth Manager, Financial Planning Manager

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