• Published Date

    December 16, 2018
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VACANCIES Midland Fi Midland Fi Solutions Experienced Independent Financial Adviser (IFA) As a growing IFA, we are looking for an experienced, dynamic individual who can demonstrate a proven track record as an IFA, managing and building their own client bank, with an excellent compliance record, to become a key member of our small, but growing team, to help to drive us forward. You will be responsible for developing business opportunities and providing excellent client service and quality advice to clients across the East Midlands. You should be capable of building long-lasting client relationships. We provide holistic advice, particularly investment and retirement planning. You must be at least Level 4 Diploma qualified and prepared to work towards Chartered Status (full support will be provided) Being able to bring an existing client bank would be an advantage but is not essential. Competitive package available for the right candidate. Experienced Financial Services Administrator We are looking for an experienced, organised individual to work closely with and support our Chartered Financial Planner providing excellent client service to existing clients as well as efficiently performing general support duties from our offices in the centre of Derby. You should have experience of compiling client valuation reports, liaising directly with clients on a range of matters. We are a small, but growing team. The ability to work under your own initiative and to prioritise tasks to meet client deadlines is essential, as well as demonstrating a close attention to detail. If you would like to discuss one of the posts, please get in touch via phone or email If you would like to apply for one of the posts, please send your CV via email or post. No recruitment agencies please 50 Osmaston Road, Derby DE1 2HU 01332 345546/01332 345370