Financial Adviser - Sandbach, United Kingdom - Finlink Ltd

Finlink Ltd
Finlink Ltd
Verified Company
Sandbach, United Kingdom

3 weeks ago

Tom O´Connor

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Tom O´Connor

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Description
An excellent opportunity to join an IFA firm in a period of growth as a Financial Advisor. The firm are looking for those with financial planning experience based in the East Cheshire area.


This company are an independent financial advisory firm who are directly authorised and have been running for nearly 8 years.

The firm specialise in pensions, investments, mortgages and lending advice.


The Role:

  • Holding client meetings and building relationships with clients
  • Handling an array of advice with new and current clients including pensions, investments, mortgages and lending
  • You will need to be confident in sourcing new leads

Required Skills and Qualifications:

  • Level 4 Diploma in Financial Planning
  • Financial planning experience preferred
  • Fully CeMAP qualified

Benefits:


  • Monday-Friday (9am5pm)
  • Negotiable salary
  • 28 days holiday (this includes bank holidays)
  • Workplace Pension scheme
  • Negotiable bonus structure
  • Free parking on site
  • Free eye tests
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