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IFA Servicing Adviser
Location:
Coatham Mundeville
Description:
Remote homebased Diploma level 4 qualified and experienced financial adviser required. We are a highly respected and well-established wealth management organisation looking for a bright and articulate individual to join our servicing team, where you will be servicing an existing portfolio of clients for all their personal financial planning requirements. There is no requirement to bring your own business or to generate leads. Are you looking for a full-time or part-time financial adviser position? Are you highly experienced and looking to move from a bank or restricted adviser for example to an independent? Have you retired and are looking to work for just a few days per week? Are you fed up with traveling to an office and wish to be 100% homebased looking after existing clients? Please tell us your requirements and we'll see if they can be accommodated. This might be a homebased role; however, we are a very friendly team and will do everything we can to ensure you are part of our team! You can come and see us in Devon once a month and we can have a catch up. This is a fantastic opportunity to work with an established, experienced, and friendly team. Croft IFA is directly regulated with the FCA and highly respected in the local area. The client portfolio regularly generates an income to ensure that you will receive a good remuneration, made up of a basic salary, plus quarterly bonus payment. The role Liaising with clients over the phone, by Zoom and by written correspondence. Contacting existing clients in accordance with agreed level of services offered. Making sure client information is obtained accurately before any recommendations are made. Ensuring the portfolio are managed in accordance with the clients mandate, objectives, and firms investment proposition. Providing regulated advice across a broad product range including investments and pensions Undertaking appropriate product and market research Making sure all supporting documents are. Visit ListedBuy for more information.
Company:
Recruitment Rebellion
Posted:
April 24 on ListedBuy
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More About this Listing: IFA Servicing Adviser
IFA Servicing Adviser is a Accounting & Finance Ifa Servicing Adviser Job at Recruitment Rebellion located in United States. Find other listings like IFA Servicing Adviser by searching Oodle for Accounting & Finance Ifa Servicing Adviser Jobs.
IFA Servicing Adviser is a Accounting & Finance Ifa Servicing Adviser Job at Recruitment Rebellion located in United States. Find other listings like IFA Servicing Adviser by searching Oodle for Accounting & Finance Ifa Servicing Adviser Jobs.