Seeking c£28k
Candidate Profile
DIPLOMA QUALIFIED INDEPENDENT FINANCIAL PLANNER who has gained 5 years experience within a small IFA practice. Early stages of career, highly proactive, bright and professional individual looking for further development. Wrote £90,000 in business in first year as an IFA throughout turbulent 2009/2010.Provides ongoing wealth management advice to an existing client bank which involves client appointments, research and reporting and making suitable financial recommendations on pensions, investments, protection and mortgages.Carries out the marketing of the firm with the aim of attracting new clients to the business. Has been responsible for a leading project teams to meet industry deadlines and requirements, such as Treating Customers Fairly initiative and the Retail Distribution Review. Holds Diploma in Financial Planning. BA Hons Business Studies with Finance and Marketing.
Contact
Jenny Brophy
T:
0113 244 0846. Mon-Fri 8.30am - 5.30pm.
F: 0845 458 8619
E:
jbrophy@iauk.co.uk
