Posted by Robinson Financial Careers • £30K/yr to £100K/yr
Role Overview
Provide professional advice and solutions in accordance with FA regulations, adhering to group standards, processes, and procedures, providing the most suitable research for all clients.
General
A new opportunity has been created for a career minded IFA to join one of the UK's largest Chartered Wealth Management Houses at their Nottingham location.
This opportunity comes with a clear developmental path, initial and ongoing clients and a comprehensive succession plan.
You will be a visiting Officer, part of the role will be carrying out face to face meetings with clients who are new to the accommodation to ensure that they understand their responsibilities and are also enabled to receive benefit claims and other support related to accommodation and a tenancy.
You will be responsible for Temporary Accommodation sign ups and check outs.