Job Description

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 firm’s 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
  • ...

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