We’ve been asked to recruit an IFA Advisor for a company based in Leicester.
Day to day, you’ll work closely with Directors, Administration staff, Clients and Providers.
You’ll be responsible for delivering high-quality holistic financial planning advice to a portfolio of clients.
In terms of your background, you’ll need to have the Chartered Insurance Institute (CII) – Diploma in Regulated Financial Planning or The London Institute of Banking & Finance – Diploma.
The company has onsite parking and is easy to get to if using public transport…They are also able to support you with becoming fully Chartered.
Responsibilities
* Provide technical investment advice
* Increase assets under management by offering investment solutions
* Meet new business targets set by the company
* Create, develop, and implement financial strategies
* Liaise with consultants and members of the Investment Committee
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