Independent Financial Adviser (Self -employed)

Company : Bond Recruitment

Job Description - Independent Financial Adviser (Self -employed)

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 are currently recruiting a number of Independent Financial Advisers for their Devon and Ipswich offices.

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 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.

Requirements

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.

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Independent Financial Adviser (Self -employed)

Job Description - Independent Financial Adviser (Self -employed)

Requirements

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