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Independent Financial Advisor Macclesfield
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- A fantastic opportunity for an experienced Independent Financial Adviser (IFA) to join our client who is an established financial planning firm, offering advice on pensions, investments, and protection including business assurance, where all the leads are provided via a team of the whole of market mortgage and protection brokers.
- Our client who is an established financial planning firm, requires an additional experienced Independent Financial Adviser (IFA) to work with the current team, offering advice on pensions, investments, and protection including keyman and shareholder insurance, where you will receive new leads on a day-to-day basis from the team of the whole of market mortgage and protection brokers
- The clients have expressed an interest in obtaining a mortgage, and during the fact-finding, the mortgage broker will highlight areas of financial planning that also requires reviewing.
- Talking with the clients over the telephone, via video links or face to face, you will be required to carry out a detailed and in-depth fact find/meeting, offering advice on their Pensions and Investment requirements.
- As well as all the leads are provided, administrative support will be offered, to submit any pension and investments business as well as chase up any outstanding information.
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