Overview
Is your chosen career path as a Financial Advisor?
Have you completed ALL or some of the FA qualifications?
Do you have a minimum of one years’ experience of working as a Financial Advisor?
Out client is an establish Wealth and Asset Management, offering independent financial advice.
They are specialists in pensions, investments, protection and inheritance tax planning.
This is a fantastic opportunity to be a part of the growth of this established business.
You will be a valued integral part of this team, with support to develop and grow your portfolio of clients.
Your 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
- Strong communicator and relationship manager
- Committed to ongoing personal and professional development
- A candidate that has a ‘go to’ attitude and able to self generate own business leads
- Able to build strong relationships with both the clients and the team you will be working with.
- Keep up to date with financial products and legislation and comply with all industry rules and regulations.
Desirable
- Has previous experience in the financial services sector
- Ideally equivalent of a level 4 diploma in financial planning and experience in giving pension and investment advice
- Looking to progress in their career and become chartered
Salary 35 – 50K