Independent Financial Advisor

  • Job Reference: 10507
  • Date Posted: 5 June 2018
  • Recruiter: Paul Mitchell Associates
  • Location: Leicester
  • Salary: £22,000 to £45,000
  • Bonus/Benefits: Bonus, AE Pension, Parking
  • Sector: Accounting & Finance
  • Job Type: Permanent
  • Work Hours: Full Time

Job Description

My client based in Nuneaton, Coventry and Leicester, are looking for an experienced Independent Financial Adviser to join their continuously growing financial planning department.

Responsibilities:

·Pro-actively manage new client referrals to generate fee income for the business
·Uphold the values of the firm in a compliant manner
·Adopt a discrete and confidential disposition whilst also having the interpersonal skills to communicate and interact with the technical support staff, other colleagues and external sources effectively
·Provide holistic advice to internal and external clients

The successful candidate will need:

·Chartered status or working towards qualification
·Experience in a similar role, will have dealt extensively with both private and corporate clients
·Extensive knowledge of pensions, investments, protection, tax planning and trust arrangements
·Good networking and business development skills


If you possess the skills and experience required, please contact Michelle at Paul Mitchell Associates on 01162549404

Paul Mitchell Associates is acting as an Employment Agency in relation to this vacancy.

By applying to this vacancy you are consenting to Paul Mitchell Associates contacting you and processing your data in line with our Privacy Policy under GDPR (General Data Protection Regulations).

If you do not consent to Paul Mitchell Associates contacting you and processing your data in line with GDPR please DO NOT apply.

For further information relating to our Privacy Policy please visit our website.