Overview

Following an extremely successful period of business, our client is now looking to expand by adding a new experienced  Financial Advisor to the Financial Planning team. Working closely on Investment, pension, and Inheritance tax  planning, as well as providing small businesses with pension/protection advice. This business is looking to grow even further. They are willing to invest in the successful candidate to make sure the employee feels valued and can grow within the business.

Key responsibilities

  • Servicing an existing client bank and generating new opportunities
  • Be able to assess clients’ financial circumstances, understand their needs and develop a comprehensive financial plan, and have the knowledge and expertise to advise on complex matters
  • A candidate that has a ‘go to’ attitude and able to self generate own business leads
  • Keep up to date with financial products and legislation and comply with all industry rules

Desirable

  • Minimum of 3 years experience in the financial services sector
  • The equivalent of a level 4 diploma in financial planning
  • Looking to progress in their career and become chartered
  • Needs to be Flexibility/ adaptability to cope with change

Benefits

  • Paraplanning support will be provided
  • Pension and death in service benefits after qualifying probation period
  • Bonus payable after validation period
  • Also, happy to look at self employed basis

Salary  – 40-70K +OTE

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