UA-185291695-1 Desk Based Adviser, Jobs, 382

Desk Based Adviser

Financial Planner - South East England

Ref: 382Tuesday 11 January 2022

£30,000 - £50,000

If you are currently Diploma qualified and are in a hybrid Paraplanning / Adviser position and are looking to progress to a full Advice position this opportunity is perfect.

You will be providing financial advice to retail and corporate clients. The IFA firm is looking for someone who can provide a fist calls service to their clients as It is important that their customers are listened to and receive a genuine, bespoke service that they know they can trust. 

As a growing firm, you will have the opportunity to learn new skills and work with experienced team members and in-house training staff to progress your career.

This opportunity comes with the ability to work from home (WFH)


To be considered:

A natural relationship builder to work closely with the firms support functions

Have a positive attitude and be a strong brand advocate.

Good written and oral communication skills.

Good standard IT skills and MS Office.

Diploma Qualified

Experienced providing Financial Advice