🍁 SearchCanadaJobs.com

Independent Financial Adviser (p/t)

Company

Bond Recruitment

Location

Wilmslow, CHE

Type

Full-time

This is a remote position. Bond Recruitment is proud to be recruiting for an experienced Independent Financial Adviser on behalf of our client, a very well respected financial planning firm based in Cheshire on a part-time and remote basis. KEY RESPONSIBILITIES Management of existing clients in accordance with the firms business plan and procedure Provide ongoing service to an existing client bank Build on existing client bank by adding new clients from a variety of resources Ensure suitable recommendations are made to existing and new clients Exhibit compliant behaviour at all times and maintain firm procedures when dealing with existing and new clients Ensure a current Statement of Professional Standing (SPS) is held at all times Attain and maintain level of competence, performance and compliance as required by the firm Ensure relevant CPD is maintained and recorded accurately Requirements QUALIFICATIONS Essential The requisite technical knowledge and qualification (e.g. QCA Level 4 ...

🍁 Ready to Apply?

Take the next step in your Canadian career

Apply Now