Independent Financial Advisor
Posted on Oct 12, 2021 by CV-Library
You'll join the Investments and Pensions team in Newcastle, working primarily on clients of the firm, including individuals, corporates, trusts and charities.
What's on offer?
* flexible working
* bonus scheme
* 25 days holiday + bank holidays - increases with length of service
* 5% matched pension
* travel loans/season tickets, gym memberships and much more!
* hold chartered status or at least working towards
* previous experience providing holistic financial advice to HNW clients
* sound knowledge of FCA regulations and financial markets
* excellent technical knowledge, plus experience in recommending investments, pensions, and life assurance.
Apply today to be considered for this opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. In this discussion we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements.
Additionally, refer a friend or colleague to us and receive £200 in vouchers if we assist them in securing a new career.
Synonyms: Financial Planner, Financial Advisor, Financial Consultant, Wealth Manager, IFA, Financial Adviser, Wealth Consultant
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