Self Employed Independent Financial Adviser
Based in central Plymouth, we have been providing bespoke financial planning services for over 14 years and are now looking to expand by adding a new member to our team.
The opportunity is for a part time Independent Financial Adviser in Plymouth and the surrounding area, to provide quality advice to our clients, generated through the firm’s lead source.
What’s needed for me to be considered?
Must be qualified to a minimum industry standard of Level 4 Diploma Qualified
Experience in recommending investment products and preferably experience with pensions and protection, but not essential
Holds previous experience within an IFA / Financial Planning Practice, preferably with a strong book of business
Is professional, ethical, technical and proactive in their approach to providing quality advice to clients
Good interpersonal skills to be able to work alongside a friendly team of dedicated individuals
Contact us today to be considered for this opportunity by emailing your C.V. to the Business Manager Tina Blagdon at email@example.com or post to West Financial Management Co Ltd,55 Hyde Park Road, Plymouth, PL3 4JN.
Closing date: 31st May 2019