Independent Financial Advisor

Location
Leicester, Leicestershire, England
Salary
£22000 - £45000 per annum + Bonus, AE Pension, Parking
Posted
29 May 2018
Closes
26 Jun 2018
Ref
10507
Contact
Leicestershire Jobs
Contract Type
Permanent
Hours
Full Time
My client based in Nuneaton, Coventry and Leicester, are looking for an experienced Independent Financial Adviser to join their continuously growing financial planning department.

Responsibilities:

·Pro-actively manage new client referrals to generate fee income for the business
·Uphold the values of the firm in a compliant manner
·Adopt a discrete and confidential disposition whilst also having the interpersonal skills to communicate and interact with the technical support staff, other colleagues and external sources effectively
·Provide holistic advice to internal and external clients

The successful candidate will need:

·Chartered status or working towards qualification
·Experience in a similar role, will have dealt extensively with both private and corporate clients
·Extensive knowledge of pensions, investments, protection, tax planning and trust arrangements
·Good networking and business development skills


If you possess the skills and experience required, please contact Michelle at Paul Mitchell Associates on 01162549404

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