True Bearing Chartered Financial Planners have been recognised by Investors In People (IiP) with a Gold Award once again.
We went Gold in 2010 and have now held this accolade for seven consecutive years. True Bearing believes passionately in all staff and advisers reaching their full potential.
Independent Financial Advisers
We work with both employed and self-employed IFA’s
IFAs must be able to demonstrate:
- High level of success & commitment
- Qualified to diploma status
- Entrepreneurial attitude
- Track record of professional development
- Genuine care for the client
Paraplanners
- Qualified to Diploma status or above
- Excellent eye for detail
- Strong IT skills
- Experience of financial servicing systems
Adviser Assistants and Senior Adviser Assistants
- Qualified to the Certificate in Finance Planning (CFP) and above
- Ability to work well under pressure
- Strong IT skills
- Experience of client management systems
If you would like to know more about career opportunities at True Bearing Chartered Financial Planners, email us at recruitment@truebearing.co.uk