Vacancy Detail

Employed Independent Financial Adviser

Location: Swindon
Ref: 292 - EIFA - ROSS
Job description
Our client is growing and is seeking to appoint an additional Independent Financial Adviser. The role is crucial to the growth strategy within their Life, Pensions and Investments Business, providing truly whole of market independent financial advice to a portfolio of professional clients.

Job Specification

•Providing financial planning / wealth advice to Corporate and HNW clients

You will be provided with a book of 100+ HNW clients

•Maximising the personal sales of Life, Pension and Investment business
•Ensure effective working relationships are built and maintained within the
client base
•Adhering to all compliance and regulatory requirements

Person Specification

•Proven success of working in Life Sales, investment advice, financial
planning, wealth advice
•Ability to meet agreed objectives and targets
•Ability to develop, implement and monitor business plans to increase
sales and to respond promptly and effectively to changes in the market
•Understand and prioritise customer needs to deliver a high standard of
advice and service


• Full QCF Level 4 qualification or equivalent (e.g. CII Diploma in
Financial Planning)
• SPS and CAS

Due to the overwhelming application response we receive through various sources, should you not hear from us within one week then please assume your application has been unsuccessful.