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IMMEDIATELY AVAILABLE - FINANCIAL ADVISOR / CO-ORDINATOR who has experience of working within an IFA Practice working with both new and existing clients. Most recently working directly with a portfolio of 350 existing clients, managing £13.
More info on this Financial Adviser/Co-ordinator job in Wiltshire
LEVEL 4 QUALIFIED FINANCIAL ADVISER currently providing advice to clients on retirement and investment strategies throughout West Yorkshire and Tyne & Wear. Has previously dealt with the sale and rebroking of life insurance, critical illness and income protection cover.
More info on this Level 4 Qualified Financial Adviser job in West Yorkshire
FINANCIAL ADVISER who has gained 12 years’ experience within the financial services sector and a proven track record in exceeding objectives within a regulated environment. In last role, helped identify clients' financial priorities and objectives and then develop a strategy to achieve these goals within a desired timescale.