This employed, Independent Financial Advisor job in Saint Helens offers the chance for a proactive, hunger Advisor to join a growing IFA firm in the North West.
The business will provide you with circa 15 existing clients to service each month and undertake their ongoing financial planning reviews. In addition, the business receives regular enquiries from their introducers, social media and website, and should be able to provide you with 2 - 3 quality new leads per week.
Alongside the new and existing clients provided by the company, it is important you are switched onto always looking for new business opportunities, whether that is obtaining referrals, building relationships with introducers or utilising their marketing materials on social media. You should look to self-generate business on a regular basis.
You will benefit from full administration and paraplanning support to enable you to write excellent levels of business and provide quality service.
Independent Financial Advisor Requirements
1. You must hold minimum Level 4 Diploma in Financial Advice
2. You should have experience as a Financial Advisor and hold CAS status
3. You should be comfortable in being proactive to generate new business opportunities
4. Individuals wi...