Independent Financial Advisor

Modern Business Solutions
Yorkshire and the Humber
13 Jul 2017
20 Jul 2017
Job role


York based

Salary up to £40K however negotiable for the right candidate

Our client offers a dynamic and progressive working environment, strong management support, ongoing training and personal development, a competitive salary (dependent on experience/qualifications etc) plus bonus, 30 days holiday and excellent benefits package.

Main duties:

  • Manage and develop your own portfolio of corporate clients
  • Generate private client work from the corporate client base
  • Work with key staff in the accountancy practice to develop new client introductions
  • Manage and expand our contacts with other professional services firms to develop new client introductions
  • Develop opportunities by attending networking events and seminars
  • Hold regular seminars for existing/new clients
  • Work with the marketing team to help develop the company's profile
  • The ideal candidate will have the following skills and experience:
  • The appropriate financial services qualifications (Diploma QCF Level 4 minimum) with a desire to move towards Chartered level qualifications (QCF level 6 is desirable)
  • Proven experience in the Financial Planning market
  • Flair and ambition with a proven track record of exceeding expectations
  • Strong understanding of the role of a Financial Advisor
  • Excellent interpersonal and communication skills
  • Work well as part of a team
  • Good planning and organisational skills; self-motivated with the ability to manage and prioritise
  • Have a strong understanding of FCA regulations, compliance and the Retail Distribution Review (RDR)
  • Have a desire to play an active role in planning and delivering the success of the business overall

Due to the volume of applications we receive if you have not heard from the managing consultant within 1 week please assume you have not been short listed.

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