Our clients are seeking a Chartered Financial Advisor in Nottingham offering hybrid work.
The successful candidate must have a track record and previous paraplanning experience and ideally have prepared defined benefit pension advice.
This is an exciting opportunity to work in a positive team and have the potential to grow a significant number of clients through their steady stream of organic enquiries.
Our client is a fast-growing specialist in their field - they are currently in search for a strong Customer Service Advisor who can bring their skills to the team and grown within the company.
Daily Duties
This is a key customer facing role predominantly telephony based helping to assist our client's clients' and their customers find the right solution to their queries.
Posted by Resource Matters Ltd • £55K/yr to £60K/yr
Due to the existing advisor retiring you will provide holistic financial planning advice to a large portfolio of clients and you will benefit from ongoing lead generation.
Basic Up to £60k Package Paraplanning Full Lead Generation 40% Bonus paid with no Validation
Resource Matters have been retained by this well known IFA firm to recruit an experienced Independent Financial Advisor.