- Posted 17 June 2022
- Salary£35000.00 - £45000.00 per annum + plus excellent bonus
- Job type Permanent
- DisciplineFinancial Services
Executive Director & Regional Manager
IFA (home based anywhere in UK) Training Programme available
Desk Based Advice Manager
This is a rare opportunity to work totally home based, for a Desk Based Advice Manager.
This role will see you being responsible for servicing in a National IFA, that provide desk based advice and support to private and corporate clients.
Your Duties will include but will not be limited to:
- The role will be very much service based providing advice to clients nationally but over the phone and using video.
- Provide both advice and guidance direct to members.
- All leads are provided.
For you to be a successful candidate:
- Level 4 Qualified
- Financial Services or mortgage experience (adviser, trainee adviser, paraplanner or mortgage adviser)
- The requisite technical knowledge and qualification (e.g. QCA Level 4 exams)
- Knowledge of the financial planning market including products and services.
- 1 year plus experience in a Wealth Management environment.
This is a fantastic opportunity for a Desk Based Advice Manager to work Home Based. If you would like further information please apply and we will be in touch.