We have an exciting opportunity for an employed Financial Adviser to service an established client bank. This is a full-time role providing holistic financial advice to meet customer protection, investment and retirement planning needs, for both existing and new clients.

The Role:

·         Offer independent advice on a range of products (with specific knowledge of investments, pensions and pension transfers)
·         Generating new business opportunities

·         Follow up sales enquiries

·         Build relationships with new and existing clients

·         Provide regular financial review with clients


The Candidate:
·         Experience as a Financial Adviser within the financial services industry
·         Qualified to Level 4 Diploma or equivalent (minimum) ideally with AF3/G60/R04 or equivalent

·         Competent Adviser Status (CAS)

·         Knowledge and experience of having provided investment, protection and pension solutions and fully aware of the associated regulatory requirements of these areas

·         A previous successful sales-related track record

·         Strong interpersonal skills with excellent communication and the ability to build strong, lasting relationships with clients and colleagues

·         A valid driving license and be prepared to work flexibly in terms of locations in order to meet customer needs

·         Able to work without close supervision

 

 

The Benefits:

·         Competitive salary depending on experience
·         Bonus scheme

·         22 days holiday (plus statutory bank holidays) rising to 25

·         Pension (4% employee/4% employer)

·         Back-office support including paraplanning, technical research, administration, marketing, PI cover, diary management etc

·         Qualified leads and an existing client bank


·         Promotion of continuing professional development