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Send us your CV today

Financial Adviser/Planner

There has never been a better time to be a financial adviser. Our clients like many others require help to ensure they take appropriate action to make their money work for them and that they arrive at retirement in the best possible financial situation and have the finances make the most of and enjoy their retirement.

Could this be the opportunity you are looking for?

Are you:
• Committed to giving our clients a friendly and professional service with a Company that has over 30 years of experience?
• Proactive in developing client relationships?
• Keen to work as part of a team?
• Looking to learn new skills as our firm expands?
• Confident and competent using Word, Excel and other MS Office packages?
• Qualified or working towards a Diploma level 4 in Regulated Financial Planning?

If you can answer yes to the above questions we would love to hear from you.

ADA Financial Consultants was first established in 1981 and has grown to become one of the town’s oldest and most respected firms of Independent Financial Advisers.

Your role will be to provide a great client experience to our existing clients as well as developing new clients for the firm. You will be supported by the relevant technology, administrative team and compliance service to ensure you can focus on meeting your client’s needs.

If you feel you have the relevant experience to be successful in this role please send your CV to Jeni Higgins, our Office Manager jeni@adaifa.co.uk

 

Send your CV to

A. D. A. Financial Consultants

Aldra House

51 Hoghton Street

Southport

PR9 0PG