In this employed Independent Financial Advisor job in Midlands, you will be provided with an existing book of clients requiring holistic financial planning.
You will be working for a multi-award winning national financial advice business, that are fully embracing equal opportunities and looking to build a diverse workforce. They support their community and will provide you with 1-day annual allowance for charity work
As a Financial Advisor, you will be providing independent financial planning advice to clients in respect of their ongoing needs, plus look to identify new business opportunities where appropriate. To assist with the development of your client bank, you should undertake some business development activities such as develop relationships with introducers and generate referrals
Our client is actively supporting their team of Financial Advisors progress their skills and knowledge, as such would support you with achieving Chartered qualifications
Financial Advisor Requirements
This Independent Financial Advisory company was setup over a decade ago by a leading life and pensions provider. This firm has grown to approximately 190 employees across the country and has developed a substantial list of private clients and SME corporate clients who choose to use them for financial advice. In addition, they are award winners’ due to their expertise including ‘Best Retirement Planner’ and ranked within ‘Top 25 IFA Companies’
Financial Advisor Benefits
Leicester, Derby, Nottingham, Birmingham
Call us now on 0208 0044 154 or click Apply
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