AISA RETIREMENT PLANNING LLP
Financial Adviser - Employed / paid position
How your CV stacks up
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The ideal candidate will have worked as an IFA in the UK and have experience providing financial advice to clients, helping them work toward their long-term financial goals. They should be comfortable creating financial plans, cash flow forecasting and cross-checking work to ensure complete accuracy of information.
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Responsibilities
- Provide financial planning advice to clients
- Build and cultivate client relationships
- Prepare financial plans and check their accuracy
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Qualifications
- Experience providing Financial Advice to UK-based clients.
- Level 4 minimum qualifications
- Strong understanding of the investment business
- Excellent interpersonal skills
“It took my CV and asked me questions relevant to understanding what kind of jobs to suggest for me. Suggestions were almost perfect. Jobs were exactly what I’ve been looking for.”
Jessica, London
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