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© Copyright VRS Executive Ltd 2016 | Company No: 09656780
Registered office: Fountain House, 4 South Parade, Leeds LS1 5QX United Kingdom.

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Leeds

London
Email
 

0113 468 1054

020 3866 7080
enquiries@vrslife.com

Ref:

Consultant:

Position:

Salary:

Location:

DR/1203

David Robertson

Independent Financial Advisor (IFA)

£competitive + package

Leeds, England


Email:



david.robertson@vrslife.com



Tel:



07587 034585

Details:

Robertson Sewell is currently in the process of recruiting an Independent Financial Advisor for a growing client to be based out of their Leeds office. Our Client is a truly refreshing professional services provider who have a completely different take on what sort of service should be expected within this field. In joining this company, you would be joining a growing business who are doing things differently and positively disrupting the current market.


The candidate will need to have relevant qualified experience and be able to showcase evidence of excellent customer service and client management throughout their career. We are looking for a candidate who can tailor a bespoke service to each client rather than a generic high volume approach.


Key responsibilities:

  • Analysis and review of client financial circumstances
  • Completing client risk analysis
  • Bespoke financial planning strategies for each individual case
  • Producing financial reports
  • Research of Financial Product providers
  • Networking and introducing other business connections


Please call David Robertson on 07587034585 or via email at david.robertson@vrslife.com  

Apply

Job Details