• Independent Financial Choices
  • 43 Main Street (Head Office)
  • Bentham
  • Lancaster
  • LA2 7HJ
  • Tel: 01524262616
  • Fax: 01524263250

This vacancy has been filled. However, we are now looking for IFAs who will be prepared to visit schools offering financial advice to teachers and other staff. For futher details please contact Ken Durkin on ken@mortgageandlife.com

 

The job

An opportunity has arisen to join our IFA practice as a high street branch manager on a self-employed basis (with potential for future empolyed status)

You will have

Drive and motivation to work initially on a self employed basis; full FPC, CeMAP and Competent Adviser Status; hold or be working towards J04, J05, AF3 and CeRER

We provide

Refurbished high street double shop-fronted office for lead generation and servicing existing clients; private office and interview room; full compliance and paraplanning support staff; opportunities to visit educational establishments to advise teachers and lecturers; access to a client bank; remote access to office IT network

Your role

Liaise with support staff at Settle office and head office and service clients based in Settle office; follow up leads generated in branch office and from visits to educational establishments

How to apply

In the first instance email a brief outline of your career to date to Ken Durkin at ken@mortgageandlife.com

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