Independent Financial Advisor

3 days ago


Bromsgrove, Worcestershire, United Kingdom Cathedral Appointments Ltd Full time

We are looking for a driven Independent Financial Advisor to join our team at Cathedral Appointments Ltd. This is a unique opportunity for an experienced IFA to take on a challenging role that requires strong leadership skills, exceptional communication abilities, and a keen eye for business development.

The successful candidate will be responsible for managing a portfolio of clients, identifying new business opportunities, and delivering high-quality financial planning services. In return, we offer a competitive salary up to £75k, a flexible working arrangement, and a range of employee benefits.

Key Responsibilities:

  • Manage a portfolio of clients and deliver tailored financial planning services
  • Identify and pursue new business opportunities through networking and relationship-building
  • Develop and maintain strong relationships with clients and stakeholders

Requirements:

  • A Diploma in Financial Planning (or equivalent)
  • Proven experience in financial planning and business development
  • Excellent communication and interpersonal skills

Benefits:

  • Competitive salary up to £75k
  • Flexible working arrangement
  • Comprehensive employee benefits package
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