Independent Financial Advisor
3 days ago
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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