Job Description

Our client is a well-established Independent Financial Advisers located in the Bridlington area. Due to continued growth they are now looking for a qualified IFA to join their small team.

Job Details

Responsibilities

You could be speaking to a wealth of customers on a daily basis, giving them financial advice about Mortgages and Protection, Pensions and Investments as well as Equity Release etc. Generating new business as well as managing your own client base.

Qualities

Working as a self employed IFA within a team of 2, you would not be restricted to a panel, you would be able to go out to the whole market on the products offered as well as being able to go through an appointed representative who will be able to make sure that all of your business meets the strict FCA guidelines, compliance and legislation.

Experience

That’s why we are looking for someone who has a Level 4 CII Diploma in Regulated Financial Planning or equivalent. Or alternatively an up to date CeMap qualification sell Mortgages and Protection. A proficient communicator, comfortable presenting to a range of audiences whilst delivering quality advice and exceptional customer service.

Our client is ideally looking for an IFA who would like to work remotely in the region, possibly someone who is working on their own at the moment with an existing client base who would prefer to work under the umbrella of an existing business with exceptionally high standards and a fantastic reputation in the area.

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