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Bond Recruitment
Independent Financial Adviser (pt)Bond Recruitment • Wilmslow, England, UK
Independent Financial Adviser (pt)

Independent Financial Adviser (pt)

Bond Recruitment • Wilmslow, England, UK
2 days ago
Salary
£65,000.00 yearly
Job type
  • Full-time
  • Part-time
Job description

This is a remote position.

Bond Recruitment is proud to be recruiting for an experienced Independent Financial Adviser on behalf of our client a very well respected financial planning firm based in Cheshire on a part-time and remote basis.

KEY RESPONSIBILITIES

  • Management of existing clients in accordance with the firms business plan and procedure
  • Provide ongoing service to an existing client bank
  • Build on existing client bank by adding new clients from a variety of resources
  • Ensure suitable recommendations are made to existing and new clients
  • Exhibit compliant behaviour at all times and maintain firm procedures when dealing with existing and new clients
  • Ensure a current Statement of Professional Standing (SPS) is held at all times
  • Attain and maintain level of competence performance and compliance as required by the firm
  • Ensure relevant CPD is maintained and recorded accurately

Requirements

QUALIFICATIONS

Essential

  • The requisite technical knowledge and qualification (e.g. QCA Level 4 exams)
  • Experience in a previous Financial Adviser role- 2 years qualified as an absolute minimum



Required Skills:

About you You will be an ambitious and focused individual with a passion for financial services and you will view this as a long-term career. Professionally you will have a record of achievement that you are proud of and that demonstrates your commitment to providing high-quality advice and service to clients. You will have exceptional relationship management skills and you will be a technically strong Chartered qualified Adviser.


Employment Type : Full Time
Experience: years
Vacancy: 1
Monthly Salary Salary: 65000 - 65000

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Independent Financial Adviser (pt) • Wilmslow, England, UK

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