CHARTERED FINANCIAL PLANNER (CF30) recruitment

The successful candidate will promote and provide a comprehensive financial planning service to new and existing clients with particular reference to Investment, Protection, Pension Planning, Corporate Protection, and Inheritance Tax Mitigation.  They will develop, promote and oversee the day to day running of the IFA operation.  The role holder will also operate as the Pension Transfer Specialist (G60).Core Responsibilities:Ensure a detailed knowledge and understanding of the firm’s compliance procedures, including pension transfer and opt-out business. Ensure that effective records are retained Read more […]

May 6, 2012 • Tags: , • Posted in: Financial • Comments Off on CHARTERED FINANCIAL PLANNER (CF30) recruitment