Independent Financial Advisor

Recruiter
James Phillip Financial Recruitment
Location
Wigan
Posted
11 Feb 2018
Closes
16 Mar 2018
Sector
Accountancy
Contract Type
Permanent
Hours
Full Time

Our client is a successful and growing financial planning practice based in Wigan.

They are looking for an employed Financial Planner who holds a minimum of level 4 qualifications in line with RDR and the FCA regulations, advanced diploma desirable but not essential.

You will be provided with a client bank, made up of some orphan and the remainder will come from the business principles who are taking more of a back seat. They also have regular referral and walk ins given the business situation.

Salary is dependent on the candidate and is subject to validation. They work on a basic then on business produced as well as business standards, ensuring quality advice and compliant cases.

You will fully be supported in terms of paraplanning, administration and compliance. You will be joining a friendly firm with tight client relationships and referral processes.

Great opportunity to join a growing firm that can offer clients and an employed position.

For further details and confidential conversation please contact Gareth

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