Posted by IDEX Consulting Ltd • £50K/yr to £75K/yr
My client is seeking an IFA to join their progressive and client-focused, financial planning-led wealth management firm as an employed adviser.
This role offers home based / remote working with access to office locations if preferred.
In this role, you will understand your clients current and future financial goals and formulate easy to understand financial strategies, guiding your clients to financial independence.
To provide a helpful, professional & efficient contact handling experience to all customers contacting the Customer Service Centre; across all contact channels, using the appropriate telephony system and social care case management system.
The shifts are Monday Friday 5:30pm 11:30pm and Sat/Sun 8am 11:30pm.