Independent Financial Adviser

Job Title Independent Financial Adviser
Location Congleton, Cheshire
Salary £25,000 - £35,000
Type of contract Permanent
Job Description Snapshot
  • Permanent
  • Full time
  • Congleton, Cheshire (Home-based working possible)
  • £25,000 - £35,000
Overview This is a home based role, uk wide.  The Head Office is located in the heart of Cheshire with easy transport links to the rest of the Cheshire area, South Manchester, North Staffordshire and Derbyshire. Working as an Independent Financial Advisor (IFA), this is a fantastic opportunity for an experienced IFA with a Level 4 Diploma and CAS status. The Job This is not your typical Independent Financial Advisor role. Working with a new organisation looking to make an impact in the financial services market and changing the face of financial advice. Working as IFA within this business you will be responsible for offering financial advice to sourced, qualified clients, providing them with advice tailored to their financial requirements which could include pensions, investments, wealth management and other concerns. A key component of the financial planning operation of this business, this job will be perfect for someone who has experience of providing financial advice who wants to progress their career within a smaller, niche marketplace. This job will demand excellent attention to detail and a positive attitude, with a dynamic approach to work. You will be responsible for identifying and researching financial products and funds for the benefit of clients. You will be confident in your research and will be able to identify benefits to the funds and products quickly and accurately and will assess their suitability for the clients. As part of this job you will be responsible for producing reports to identify the suitability of the products. Once identified and presented, you will be responsible for ensuring that the paperwork and new business is submitted correctly along with all relevant administration. The Fit As is to be expected in this role, you will be able to work strongly within a team but equally, you will be able to self-motivate and will have excellent communication skills. You will be experienced with working within a financial services environment, in particular, the processes, writing of suitability reports and the compliance procedures of the FCA and industry. Level 4 Diploma qualification and Competent Advisor Status are required. What now If you are interested in this position please apply now and I will contact you for further discussion. If you are looking for a new position, however, this position is not suitable please contact me for a confidential discussion about your requirements. If you know someone who could be interested in this job please share the advert with them.
Tags: Independent Financial Adviser / Congleton, Cheshire / £30001 - £35000  /Permanent / Commercial.
Agent's Name Jonathan Nicholls
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