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| Job Location | Leicester |
| Education | Not Mentioned |
| Salary | £17,000 - £20,000 per annum, negotiable, inc benef |
| Industry | Not Mentioned |
| Functional Area | Not Mentioned |
| Job Type | Permanent, full-time |
11517 - Independent Financial Advisor Job SpecLocation: Leicester Summary Are you an experienced IFA who has worked within the financial services sector (either banking, insurance, IFAs etc) Perhaps youve had enough of working anonymously within a big corporate If you answer is yes, then this opportunity could be for you. Our client, a successful IFA services company specialising in holistic wealth management advice based in Leicester, is seeking an Independent Financial Advisor on a full-time permanent basis. Responsibilities *Perform administration duties such as the preparation of paperwork for new clients / reviewing clients, *Process new business from start to finish, whilst maintaining full compliance, *Handling customer queries, *Liaise with product providers, *General administration duties (emails, answering the telephone, photocopying, scanning etc). Requirements To be considered for this position, the ideal candidate should: *Possess 3-5 years experience working within the financial services sector, *Essential: knowledge of investment, pension and protection products, *Ideally possess knowledge on Intelligent Office software, IRESS and/or Truth, *Ideally part or fully qualified Certificate of Financial Planning, or similar, *Have a positive & proactive approach, able to work under pressure whilst maintaining a high quality of work at all times, *Possess excellent communication skills, *Be proficient with MS Office (Excel, Word, Outlook). Package *Salary: paying up to £20,000 per annum *Hours: Full-time, M-F 8:30am - 5:00pm *Holiday 20 Days + STAT *NEST Pension *Parking Nearby If youre interested & think youre suitable for this opportunity, please apply online OR call Charlotte at Paul Mitchell Associates (quoting ref: 11517) on . Required skills
Keyskills :
Advice Financial Services Independent Leicester Full Time