IFA (Client Servicing) – Sandbach – Financial Services


IFA (Client Servicing) –  Financial Services –     J – 628


£35,000 to £38,000 – (£45,000 after 12 month training period)

Due to ever increasing levels of business, a Qualified Financial Adviser is urgently required to assist with the retention and servicing of existing company clients.

You will be trained and supported over a 6/12 month period whilst shadowing one of the senior advisers/directors.

Client care is paramount to this well established practice, you will accompany an adviser on client meetings and assist with fact finds and suitability reports, whilst gaining experience and working towards looking after your own client bank of existing clients. This will take 6/12 months, you will then be rewarded with a salary of 45,000.

This is not a commision based role as all clients are provided, hence the substantial salary.

High levels of customer service are essential in this role.

If you are a warm, friendly individual with a desire to provide financial advice to an established client base, without the requirement of generating new business and earning commisions, then please apply for more details..

To apply for this position please call the office on 0161 973 0133 or email diana@threesixtyselection.com

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