Independent Financial Advisor, Permanent, Isle of Man

Mid Senior Level

Job Description

Independent Financial Advisor required to join an expanding and market leading Financial Services Group,

Excellent opportunity for a results driven and highly motivated individual to be part of the continued success of one of the islands leading financial services group.

Key responsibilities are:
Develop new and existing client relationships whilst adhering to internal processes and compliance
Assess a clients financial position, understand their needs and help them plan towards meeting their future financial goals and objectives
Onboarding and servicing of employees within company pension schemes
Ensure efficient use of technology and internal systems, preferably experienced in Intelligent Office
Ensure full compliance with business and regulatory requirements

About you...
Level 4 Qualified Independent Financial Advisor
Results driven, highly motivated individual
Possesses integrity, a strong work ethic and
Desire to help clients plan for and protect their financial futures

The Reward...

Competitive market rate salary
Benefits package
Discretionary bonus



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