Independent Financial Adviser - Stoke, United Kingdom - CFP JOBS

CFP JOBS

Verified Company

Stoke, United Kingdom

3 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

Employed with clients
Our clients are looking for an experienced Independent Financial Planner to join their award-winning Chartered Financial Planning firm. The role is salaried with benefits and un-capped earnings opportunity. You will receive full support from a fantasticparaplanning and adviser support team.

You will have access to new leads from our Business Development team in addition to a client bank to service and grow.

Salary based on previous experience and track record with flexible working arrangements considered.

Qualifications and attributes

Financial Adviser Essential
-
Level 4 Diploma in Regulated Financial Planning is a pre-requisite:

CAS and Current Statement of Professional Standing
Experience as a practising financial planner
Excellent communication skills both written and verbal
Able and willing to travel to clients across Cumbria

Financial Adviser good to have

Excellent interpersonal skills, collaborative working style and commitment to get the job done
A demonstrated commitment to high professional ethical standards and a diverse workplace
History of providing Independent Financial Advice with breadth of advice
High level of attention to detail
Understanding of UK financial regulatory framework and legislation
Excellent computer skills, proficient in Outlook, Word, Excel and PowerPoint

Ready to apply? Upload your CV now