About the role
IndependentFinancialAdviser
The experience expected from applicants, as well as additional skills and qualifications needed for this job are listed below.
FarehamorDorchester
HybridorOfficeBased
OTE - £100,000+
AnawardwinningCharteredIndependentFinancialPlanningfirmislookingtoappointafinancialadviserorIFA.Theyhavebeentradingforover20yearsandhaveanexcellentreputation,providingholisticadvicetoawiderangepersonalandcorporateclients.
Therolecanbeofficebased,hybridorpossiblyevenremote.ThereareofficesinFareham,DorchesterandChiswickwhichcanbeusedforclientmeetings.TheadministrationandmanagementteamarebasedattheheadofficeinFareham.
Inreturnthereisacompetitive,negotiablepackagewhichisaimedatrewardingtheIFA/FinancialPlannerforthehighlevelofservicerequired.Thisroleisanoutstandingopportunityforadriven,ambitiousandexperiencedindividualwhoislookingforthenextstepintheircareer.
YouwillbeminimumofDiplomaandhaveexperienceasaFinancialAdviser/Planner.ThisrolemaysuitaMortgageAdviserwhoislookingtomoveintoWealthPlanningandhasstartedworkingthroughtheDipFAexams. xwzovoh
PleasesendyourCVtoDouglasMcDougallformoreinformationonthisopportunity.
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