Independent Financial Advisor
||Accountancy, Banking and Finance
Contact Daniel Waters to talk about this role on 01473 259923
Just Recruitment is hiring on behalf of an award-winning Financial Planning company in Devon.
If you have ever thought about becoming a self-employed IFA this is the ideal opportunity for you, as there is already renewal income being generated.
Top associates at this firm are already earning in excess of £150,000 per year. They also offer full compliance support as well as cover for advice liability and responsibility.
- Assisting customers with pension and investment products.
- Developing a positive relationship with all customers.
- Responding to customer enquiries and identifying the customer’s needs.
- Servicing existing client bank.
- Acting in accordance with current regulatory procedures.
The ideal person:
- You are honest, ethical and always put the needs of your clients first.
- You will have an excellent ability to build rapport.
- You will have exceptional customer service skills.
- You will be proactive and able to use your own initiative.
- You will be a qualified Financial Advisor or a QCA level 4 paraplanner looking to move into advice.