Job Details
Independent Financial Advisor
Sector:Financial Services
Region : South East England
Location: Dorking
Salary: Neg
Job Ref.: CL1705AM
Job Information
Our clients are a highly successful Asset Management firm based in Dorking with other offices in Hertford and York. Dorking require a a qualified Financial Advisor to join the team.Going from strength to strength you will be joining a brilliant small team.
They provide independent financial advice, planning and guidance to individuals, as well as supporting corporate clients with employee benefits solutions and company specific financial advice.
They have over 25 advisors across the offices so you will be joining a very well established team.
To provide high quality financial planning in accordance with FCA standards and Chartered Code of Ethics, representing the company in a professional manner with honesty and integrity at all times.
Role detail:
To continually conduct oneself within the 6 core principles of the FCA’s TCF and CII’s Code of Ethics
Technical
Keep up to date with legislation, taxation & trusts, regulation, technical, product and provider changes.
A thorough knowledge is necessary of all product types that the company generally deals with, in its fully independent status.