Desk Based Financial Advisor

Recruiter
Anonymous
Location
West Sussex
Salary
40000.00 - 50000.00 GBP Annual + GBP40000 - GBP50000/annum excellent
Posted
13 Jun 2017
Closes
11 Jul 2017
Category
Accounting
Contract Type
Permanent
Hours
Full Time
Desk Based Financial Advisor

GBP40,000 - GBP50,000 commensurate with experience + bonus + excellent benefits package

Mid Sussex

Award winning firm, providing a holistic financial planning and advisory service for individual and corporate clients, across the full spectrum of pensions, investment and income protection.

They are seeking an experienced IFA/Financial Advisor, to work in an office based capacity. The role is very well supported by high calibre Paraplanners, and experienced administration and compliance colleagues, to ensure you can provide excellent standards of service for your client portfolio.

Providing a telephone based advisory service on all aspects of financial planning, with a focus on pensions and investment business.

Skills & experience required:
•Successful track record as an IFA within the UK financial advisory/IFA sector.
•Confident to provide a telephone based service
•Minimum of Level 4 Diploma qualification
•Chartered or Certified status
•Have achieved Competent Adviser stations/up to date Statement of Professional Standing.
•Up to date knowledge of FCA regulatory requirements

Excellent benefits include a bonus to GBP5k; generous Pension, Life Assurance, Private Medical Insurance and a range of other benefits