An opportunity has arisen for an individual to join one of the South East's leading IFA firms based in Ripley. The successful person will need to have experience within the Financial Servicies Industry, preferably with a personal planning firm. You would be expected to have passed financial planning exams (FPC or CF Levels) and to be technically competent. A competitive salary, bonus and pension are offered.
IFA s in order to convert quotations produced into applications, working towards ... accurate quotations within a defined set of service standards for IFA s in the retirement market. Providing a point of contact for IFA s within a team based ... compliance guidelines. To work with, liaise and exchange information with the IFA... sales environment. Excellent communication skills. Financial Planning Certificate