- 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.
BSc (Hons) Mathematics. Has completed RO2 and RO4, sitting RO1 shortly and will continue to study and complete the full Diploma.
Tel: 0782 111 9773
Adjusting Appointments Limited
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