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Welcome to North Oak Recruitment, dedicated to delivering what we promise - a quality recruitment service. Whether you are a financial services company looking to recruit staff, or whether you are an individual looking for your next career move within financial services, you can rest assured that you will be in the safe hands of an expert, trained and experienced in managing all of your recruitment needs and putting your interests first.  Call us now for Financial Services vacancies.
 
   
 
   
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IFA
Salary Area Job Ref Consultant Sector
competitive employed package Nottinghamshire AL851 Angela Liscombe Financial Advice

Description

Independent Financial Adviser

Nottingham (our ref AL851)

Competitive employed package with attractive benefits

 

Our Award-winning client is looking for a female Financial Planner to join their team.  Primarily the role will be involved with the ongoing development of their hugely popular ‘Wealth for Women’ brand, although will also deal with other clients within the organisation.

 

Purpose of the role

 

To competently provide holistic independent financial advice to female clients within the Wealth for Women division of the company, an exciting initiative which has proved very popular hence the need to add another female adviser to the team.

 

Responsibilities

 

·         Identify and contact potential clients.  Gather sufficient client information and identify client needs.

·         Analyse information gathered and undertake sufficient research to make suitable recommendations.

·         Fully engage in helping to develop the brand further.

·         Complete all supporting documentation in an accurate manner.

·         Attain and maintain competent status as defined by the Regulator and the firm.

·         Keep up-to-date with new product, technical or legislative changes within the marketplace.

·         Comply the Compliance and Training and Competence Procedures of the firm.

 

The Person

 

·         Qualified to CII Diploma Level 4, aspiring to achieve Level 6 if not already achieved

·         Excellent personality and communication skills

·         Professional and positive attitude

·         Strong interpersonal skills

·         Strong organisational skills and efficiency

 

If this role is of interest please apply in confidence with an up to date CV or call Angela Liscombe for a further discussion. We aim to respond to all applications but occasionally, due to overwhelming application response, this is not possible.  Should you not hear from us within 10 days please assume your application has been unsuccessful.  By submitting your CV you consent to it being retained for use in connection with this and future relevant and/or similar vacancies, you can of course, opt out of this at any time by emailing us. Our full Privacy Notice can be found on our website.


 North Oak Recruitment have worked very hard to find me a position.  Angela has been friendly and professional, she listened to what I was looking for and I would recommend her to anyone looking for a new job. 
Sharon M.
 Angela is second to non in her knowledge of the financial services industry across the Midlands.  Having been made redundant I was feeling unsure about my future but Angela was very reassuring and quickly got to work for me.  Within 3 weeks, I had the perfect role and I can't recommend Angela highly enough - Thank You!
Kate M.