IFA, office or home based, Employed or Self Employed Job in Rotherham, Yorkshire Uk

Our Client a Chartered Financial Planners, provides a full range of financial advisory services. Their advisors operate very much within a team environment and it is common for clients to deal with more than one adviser depending on the types of advice that an individual requires.

Their services include advice on:

 

- Personal pension planning

- Investment planning

- Estate planning

- Individual protection

- Mortgages

- Equity release mortgages

- Corporate protection

- Corporate pensions

- Self invested personal pensions

- Individual private medical insurance plans

- Corporate private medical insurance

- Cash Health plans

- Commercial and General Insurance

 

As Independent Financial Advisors you are free to advise on financial products available from all product providers available. They use advanced computer software to research, compare and source the most suitable product available to suit clients current needs and circumstances.

 

Ideally you should be working towards your Diploma 4. However, may consider an Advisor who does not have this or CAS status.

 

This role is negotiable in terms or employment status. When applying please state your preference either employed or self employed. You may also have the option of working remotely from home or office based in Rotherham.