Independent Financial Adviser (Desk based)

  • Job Reference: 368
  • Date Posted: 19 August 2019
  • Recruiter: CF30 Consulting Ltd
  • Location: Shrewsbury, Shropshire
  • Salary: £30,000 to £40,000
  • Sector: Financial Advisers
  • Job Type: Permanent
  • Contact: Jon Minns
  • Email: jon@cf30.co.uk

Job Description

We are currently recruiting for a desk based IFA for a local IFA firm in Shrewsbury.

All leads and clients provided by the business, this is a desk based role.

Required Qualifications: Minimum Level 4 Diploma in Financial Planning

Required Skills:This fully employed office-based role offers a fantastic opportunity to get in at an exciting stage in the development of this expanding business. 

We are looking for proactive, motivated self -starters, with the ability to make an impact, build strong relationships and deliver advice over the phone, rather than face to face.

You will need to have an active Statement of Professional Standing and ideally hold or have held CAS status within the last 2 years.

The candidate will be responsible for the following:

  • Looking after and developing their portfolio of clients on a fee basis.
  • Provide strategic advice across a variety of financial products and services (Pensions, Investments & Savings, Protection).
  • Assess client’s financial circumstances, understand their needs and develop a comprehensive financial plan.
  • Make recommendations to clients that meet their goals and ambitions. Cultivate the client base and build relationships.
  • Provide technical support for the business, as required.

Please apply today and we will contact you to discuss in more detail.