Financial Adviser - Nantwich, United Kingdom - CFP JOBS

CFP JOBS
CFP JOBS
Verified Company
Nantwich, United Kingdom

3 weeks ago

Tom O´Connor

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Tom O´Connor

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Description

Independent Financial Adviser opportunity.
Our client is an award-winning Chartered firm of Independent Financial Advisers.

Based in Lancashire since 2003 they have provided high-quality financial advice and guidance to individuals and businesses across the UK.

They have clients located from ThePotteries to the Scottish borders, Fleetwood to Burnley, and Liverpool to Leeds.

According to the CII they are ranked among the top 15% of firms based on qualifications.

They have now identified an opportunity to take on a new adviser in South Manchester


As an Independent Financial Adviser your role will include:

  • Provide holistic financial planning to prospective and existing clients
  • Compile accurate planning reports that reflect client requirements and meet our internal quality standards.
  • Undertake regular factfinding, presentations and service review meetings with clients.
  • Maintain and ensure client information is kept up to date.
  • Strive to recognise new business opportunities.
  • Follow up on all enquiries in a timely manner.
  • Ensure ongoing continuous professional development.
  • Always put your clients first

Independent Financial Adviser - Skills & Experience Required

  • Diploma Level 4 qualified
  • CAS status or have had in last 2 years
  • Ability to develop existing client base
  • Be motivated and driven to exceed business targets

Independent Financial Adviser - Benefits offered

  • Employed Salary from £40,000 £60,000+ negotiable based on passed performance.
  • Home or Office based.
  • Full PP & Admin
  • 3x validation
  • Salary reflected in performance
  • Pension & Benefits
This is a first-class opportunity for a Financial Adviser with a top-class firm.
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