Financial Planner

Recruiter
Heat Recruitment
Location
Chester
Posted
15 Sep 2018
Closes
18 Sep 2018
Sector
Accountancy
Contract Type
Permanent
Hours
Full Time
The Client:

A Reputable, established IFA practice is seeking an experience Administrator to join their thriving team. The company has experienced steady growth over the past few years and has achieved this through developing strong relationships and taking advantage of the latest technology to assist its staff in concentrating on providing a relationship focused service.

They are proud to be a highly reputable financial planning firm and use the latest technology to enhance their performance within the industry to gain market feedback and aid in maintaining service levels.

This firm has high standards and expects the level of service from everyone to be top quality. For this to happen they have created a culture where everyone pitches in so that the business remains client focussed and can achieve its strategic goals.

The Opportunity

They are looking to bring an advisor into their growing team due to ongoing growth within the business.

You will be given leads from the business and will be aided by a strong paraplanning and administrative team behind you. They provide you with all the tools that you will need to become a successful IFA within the practice and will also offer study support should you want to further your qualifications and technical knowledge.

What’s needed for me to be considered?

  • Level 4 Diploma Qualified
  • Previous experience in an Adviser role
  • A high level of confidence, sales & presentational skills and interpersonal skills are also key
  • The ability to approach all tasks with a positive attitude, presenting yourself in a professional manner in line with the expectations of the practice
  • What 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


    This job was originally posted as www.totaljobs.com/job/83251797

    Similar jobs

    Similar jobs