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Independent Financial Advisor

Employer
Integrity Resource Solutions
Location
Bradford, West Yorkshire, United Kingdom
Salary
Competitive Salary
Closing date
Feb 13, 2024

View more

Job Role
Other
Sector
Finance
Contract Type
Permanent
Hours
Full Time
Our client, a growing independent financial advisory firm with offices across the UK are looking to expand their employed Financial Adviser team with the right candidate.

You will need to be a Level 4 Diploma (DipFA, DipPFS, IAD) Qualified Financial Adviser with minimum 2 years’ experience in a UK Financial Adviser role.

The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be be comfortable creating financial plans and cross checking work to ensure complete accuracy of information.

Responsibilities
  • Provide financial planning support to clients
  • Support investment professionals to cultivate client relationships
  • Prepare financial plans and check their accuracy


Qualifications
  • Level 4 Diploma (DipFA/ DipPFS)
  • 2+ years' of advisor experience
  • Excellent interpersonal skills


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