The ideal candidate will have worked as an IFA in the UK and have experience providing financial advice to clients, helping them work toward their long-term financial goals. They should be comfortable creating financial plans, cashflow forecasting and cross checking work to ensure complete accuracy of information.
Responsibilities
- Provide financial planning advice to clients
- Build and cultivate client relationships
- Prepare financial plans and check their accuracy
Qualifications
- Experience providing Financial Advice to UK based clients.
- Strong understanding of the investment business
Contact Details:
AISA RETIREMENT PLANNING LLP Recruitment Team
