Remote Financial Adviser - Birmingham, United Kingdom - Finlink Ltd

Finlink Ltd
Finlink Ltd
Verified Company
Birmingham, United Kingdom

1 week 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, working remotely.

The firm are looking for those with financial planning experience and who are interested to grow a client bank in their area.

This company are an independent financial advisory firm who are directly authorised.


The Role:

  • Providing advice to specialised clients, from early career through to retirement
  • Assisting with matters such as practice loans, private medical insurance, bank accounts, tax efficient savings, NHS pension scheme forecasts and education plans
  • Begin and develop client relationships in your area, however you will be given clients that already exist in your area
  • Taking a clientfocused approach to all work, with regular engagement
  • Full general and technical administration and paraplanning support so you get to focus on client advice

Required Skills and Qualifications:

  • Level 4 Diploma in Financial Planning
  • Experience in Financial planning

Benefits:


  • Salary of up to £50k, but this is negotiable
  • Realistic OTE of £70/80k in earlier years of service
  • A fully remote role
  • Full training and support on the specialist market
  • Further qualification support if desired
  • 21 days holiday + bank holidays. Increased number of holidays with service
  • Company pension contribution
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