Independent Financial Adviser Home Based
55,000 + Bonus
Our client, a successful wealth management firm, are looking for an Independent Financial Adviser to join the team. Analysis of clients’ circumstances and finances to establish suitable solutions for their differing needs.
Ensure client outcomes adhere to company Advice Standards and Consumer Duty Policy.
Ensure that records are kept appropriately in line with the company’s record keeping and file quality requirements.
RQF level 4 Diploma in Regulated Financial Planning (or equivalent).
Previous experience as a Financial Adviser