Financial Advisor


Are you an experienced Financial Advisor with a minimum of a Level 4 Diploma? Are you currently self-employed but would love to be employed by an IFA Business where the clients are already existing? CV Screen may have the role for you!

Role Overview
An experienced Financial Advisor is required for a Financial Services company based in Fareham. A salary of up to £50,000 is offered, depending on experience.

You will manage and build existing client portfolios and to new prospective clients. You will ensure that the firm’s high standards of client care are met by demonstrating competence in all stages of the advisory process.

Client
CV Screen is recruiting for a Financial Services company based in Fareham

Skills Required
The Financial Advisor will ideally have the following experience:

-          Minimum Level 4 Diploma or recognised equivalent and show current progress towards Chartered status.
-          Experience in industry as an IFA
-          Excellent analytical and technical ability
-          Driving license 

Location
Fareham
Commute from, Portsmouth, Gosport, Southampton

Salary / Benefits
Up to £50,000 + benefits

To Apply
Please email your CV through to kate@cvscreen.co.uk in strict confidence or call Kate Lomax on 01494 541878 to discuss the role in more detail.

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