Financial Adviser/Co-ordinator

Location

Wiltshire

Salary Sought

Negotiable

Reference

217939

Applicant Profile

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 £13.7million.
Provided Holistic Advice including Pensions, Investments and Savings.
Carried out fact finds and made recommendations where appropriate.
Also dealt with Complex issues.
Facilitated meetings, organised paperwork and trained new starters.

Applicant Qualifications

BSc (Hons) Mathematics. Has completed RO2 and RO4, sitting RO1 shortly and will continue to study and complete the full Diploma.

Contact

Donna Pastor
Tel: 0782 111 9773
Email: dfpastor@iauk.co.uk
Adjusting Appointments Limited

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