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PURE RESOURCING is looking for employees for positions:
independent financial adviser
independent financial adviser
sales manager
mortgage underwriter
underwriter
account handler
head of finance
account manager
mortgage & protection adviser
junior administrator
commercial account handler
Requirements
wealth Management
ifa
must hold Diploma for Financial Advisers Level 4 or equivalentProven experience as a Wealth Adviser or Independent Financial Adviser
excellent communication, problem solving, and relationship building skills
ability to research investment opportunities and develop investment portfolios
knowledge of current UK financial services legislation and regulations
ability to work independently and as part of a team
Responsibility
providing independent, objective advice to clients on a range of financial topics
analysing clients’ financial situations and assessing their current and future needs
developing financial plans and strategies to help clients meet their goals
researching investment opportunities and developing investment portfolios
keeping up to date with changes in legislation and regulations
you must also be proactive and have excellent communication, problem solving, and relationship building skills
our client is looking for an individual with the qualifications and experience to provide comprehensive financial advice to their clients and to help them make informed decisions about their financial future
as a Wealth Adviser, you will be responsible for providing independent, objective advice to clients on a range of topics including investment, retirement planning, and estate planning