Independent Financial Advisor

Recruiter
Elite Personnel
Location
Lichfield
Salary
£50,000 per annum
Posted
09 Jan 2019
Closes
23 Feb 2019
Contract Type
Full Time

Independent Financial Advisor

My client is a Finance Advisory service based near Lichfield. They are looking for a Financial Advisor to join their team. You will have complete management of your own diary and clients. You will have access to Administration and compliance support to ensure your time can be focused on your clients and their needs.

You role will be to offer financial advice to your existing clients, but also to build your client base.

My client’s culture is one built on honesty, transparency and integrity.

The Office

  • Use of your own desk, computer and telephone
  • Use of meeting room facilities with a friendly welcome to all guests/clients.
  • Be part of a friendly and relaxed team.

Administrative Support

  • New business processing
  • Input of details on back office system
  • Process incoming and outgoing post
  • Manage fees - Paid Weekly
  • Process and chase letters of authority

Specification

  • Must be Level 4 Diploma and current SPS
  • 2 Years minimum experience as a IFA

If you would like to discuss this role further please apply or contact Katie at Elite

Please note we can only contact successful candidates due to the amount of applicants applying we will be back to you within 48 hours of your application if you are successful. Thank you.