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» Job Vacancy

Independent Financial Adviser


Hours:
Salary: £35000 - £40000/annum
Category: Accounting/Financial/Insurance,
Location: Cambridge, Cambridge, United Kingdom

Jan 18th
days old


views


applied




Description
Independent Financial Adviser required! Our client a well-established IFA based in Cambridge is looking for an experienced Independent Financial Adviser to join their team on a full time permanent basis. You will be offering an independent, personal and proactive advisory service to Clients. Our client is offering a competitive salary of £35,000 - £40,000 and an all-round great company to work for.

The company has over 40 years` experience and had office throughout the UK, with a range of products and solutions on offer to their clients.

As the Independent Financial Adviser you will be responsible for:

- Complete regular fact-finding, presentations and service review meetings
- Develop and action an effect business plan
- Effectively manage a portfolio of clients and agreement of what level of service they should expect to receive dependant on if they are active or transactional
- Arrange and conduct Client meetings in line with company policy
- Generate a business pipeline to ensure all business targets are met

To be successful in the role of Independent Financial Adviser, you will:

- DIFA Diploma Level 4 Status or Chartered Status
- Previous experience working as an IFA with proven record of hitting sales targets
- Full Driving licence and access to transport as you will be required to attend client sites

This is a great opportunity to join a well-established company with a great all round working environment and an attractive benefits package.

If this sounds like the perfect opportunity for you, then we`d love to hear from you!  

If you have not received a response within 3-5 working days, unfortunately your application has been unsuccessful. Please follow us on Twitter (@ExactSourcing) or 'like` us on Facebook to keep updated with any future opportunities.

This role is being advertised by Exact Sourcing Ltd who are acting as an employment agency. Exact Sourcing Ltd is an equal opportunities employment agency
Company
Company: CV Library Ltd

Further Information
Reference: 205244585/cia373944
Posted: 18 Jan 2017, 10:44
Visa Required: Applicants must be eligible to work in the specified location








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