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.
Our client is growing wealth management firm who are looking for an Independent Financial Adviser to join their team.
Key Responsibilities
Reviewing and responding to Clients' changing needs and financial circumstances, keeping Introducers and Clients up to date with new financial products, or changes to legislation that may affect their Clients' pensions, savings, investments and financial plans.
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.
25 hours per week -
The shifts are Monday Friday 5:30pm 11:30pm and Sat/Sun 8am 11:30pm.
Posted by Premier Jobs UK Limited • £50K/yr to £70K/yr
The business typically is able to provide you with an existing client bank to takeover servicing, either from an internal change or a retiring Adviser.
Are you an experienced Financial Advisor near Lincoln, seeking an employed job, based from home with quality leads and existing clients provided?
This is a unique opportunity to join a highly respected IFA firm who are continually improving their client proposition and feature in the industry press for their success.
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