Self Employed Independent Financial Advisor

Recruiter
Anonymous
Location
Lichfield
Salary
Competitive
Posted
25 Feb 2019
Closes
25 Mar 2019
Contract Type
Permanent
COMMISSION-BASED ROLE

My client based in the Lichfield area is seeking a self-employed independent Financial Advisor to join their team on a permanent basis;

Duties will include but are not limited to;

* New business processing

* Input of details on back office system

* Process incoming and outgoing post

* Manage fees

* Process and chase letters of authority

* Relevant research tools

Applicants must hold the following;

* Level 4 Diploma qualified

* Hold competent Advisor Status (CAS)

* Have current statement of Professional Standing ( SPS)

* Existing client relationships

* Excellent fact find, diagnosis & presentation skills

This is a self-employed commission-based role, so you pick the hours you work.

This would also suit, an Independent Financial Advisor currently running their own company, who would prefer being an Appointed Representative thus enabling them to maintain their own identity