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Job Location | Huddersfield |
Education | Not Mentioned |
Salary | Competitive salary |
Industry | Not Mentioned |
Functional Area | Not Mentioned |
Job Type | Permanent , full-time |
At M&G our purpose is to help people manage and grow their savings and investments, responsibly. As a business, we are continuing to take steps towards a sustainable future, delivering better long-term solutions for our customers and clientsand identifying new opportunities to make a positive impact for our environment and communities . To help us achieve our vision were looking for exceptional people who live our values of care and integrity and who can inspire others; embrace change; deliverresults and keep it simple. We will consider flexible working arrangements for any of our roles and also offer work place accommodations to ensure you have what you need to effectively deliver in your role. The Role: Independent Financial PlannerLocation: Huddersfield/ Edinburgh (Hybrid working)This role is an employed role based within our expanding Central Advice Department at Sandringham Financial Partners. We are one of the market leading independent national advice firms offering a fresh and innovative approach to financial advice. We are searchingfor candidates with a desire and passion to serve customers brilliantly as one of our in-house Independent Financial Planners. Your role is to work with clients of IFAs who retire through our Partner Retirement Program. You will be dealing with a wide range of clients, nationwide and work extensively in the wealth arena inclusive of Pensions, Investments, Mortgage and Protection, LaterLife Products and Estate Planning. You will spend the initial phase of employment quickly and actively shadowing an existing CAD Financial Planner and learning the key aspects of the role, as well as the Sandringham Way. Once this has been completed, you will move into the next phase which will include a development plan, observed meetings and the relevant compliance checks until sign off to CAS is reached. This role is open to individuals who are currently operating as authorised advisers, and to those looking to take their first step into advice. Please note this is a certified role. Candidates are required have the Level 4 Diploma (CII) or equivalentYour duties within the team will be: