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

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

 

Desirable

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

 

What’s Next?

Contact us today to be considered for this opportunity by emailing your C.V. to the Business Manager Tina Blagdon at tina@westfm.biz or post to West Financial Management Co Ltd,55 Hyde Park Road, Plymouth, PL3 4JN.

 

Closing date: 31st May 2019

Pop In or Give Us a Call:

Tel: 01752 228382    Email: helen@westfm.biz

Address: 55 Hyde Park Road, Mutley, Plymouth, PL3 4JN