You will be working with an IFA in the South Wales area who have administration, paraplanning, office management, and mortgage administration needs and they are looking for someone who wants to grow within the business.
This role is for those who want a varied role and can shape what they want the role to look like.
This person can develop into any of those areas that they prefer and the firm will support them with a long-term growth path.
This role is a great for for those who are self employed with a lead source or client bank but want topping up with highly convertible, higher case value leads.
The firm is a wealth business that can also support those looking to progress into wider financial planning.
The firm can provide competitive commission rates coupled with quality leads meaning you can focus on writing business and earning money.