Independent Financial Adviser

  • Job Reference: 421
  • Date Posted: 18 September 2020
  • Recruiter: CF30 Consulting Ltd
  • Location: Maldon, Essex
  • Salary: £50,000 to £100,000
  • Sector: Financial Advisers
  • Job Type: Permanent, Self-employed
  • Contact: Jon Minns
  • Email: jon@cf30.co.uk

Job Description

Our client is a long standing and well-respected provider of financial planning, with offices in the South East and South West of England they have recently opened a new office in Maldon Essex, as such they are currently recruiting a number of Independent Financial Advisers to add to their Essex offering.

This is an excellent opportunity for a qualified adviser or QCA level 4 qualified paraplanner looking to move into a self-employed role as full support to generate your own book of clients will be provided.

Role & Responsibilities:

- Assisting customers with pension & investment products.

- Develop a positive relationship with all customers.

- Respond to customer enquiries & identify the customer’s needs.

- Service existing client bank.

- Act in accordance with current regulatory procedures.

- The Ideal Person:

- You are honest, ethical and always put the needs of your client’s first.

- You will have the excellent ability to build rapport.

- You will have exceptional customer service skills.

- You will be proactive & able to use your initiative.

The role could suit an employed adviser looking to make the switch to the self-employed market, an experienced self-employed adviser with an existing client bank already or even a qualified paraplanner looking to step up into an advice role.

 

Please submit your details today and we will be in touch with two working days.