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
Ready to Apply?
Take the next step in your AI career. Submit your application to Bond Recruitment today.
Submit Application