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IFA (home based anywhere in UK) Training Programme available

Job description

Desk Based Advice Manager

Home Based

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.

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