Financial Advisor

Recruiter
Juice Recruitment Ltd
Location
Cheltenham
Salary
Competitive
Posted
21 Nov 2016
Closes
19 Dec 2016
Contract Type
Permanent
Hours
Full Time
Juice Recruitment are delighted to supporting a fantastic client with their search for a qualified Financial Advisor. The main responsibility of the Financial Advisor will be to offer expert advice to customers regarding their finances and planning. Duties: Dealing with clients whose portfolios exceed ??500,000 Offering expert advice regarding clients financial planning Meeting clients face to face to discuss their situation Accessing attitude to risk and capacity for lossProducing client valuations and suitability reportsRebalancing portfolios Person Specification/Requirements: DipFA Qualified to level 4 CF30 and Statement of Professional StandingStrong affinity with Investment Portfolio PlanningExperience of rebalancing portfolios2+ years of experience In return my client will offer a very competitive salary, 28 days holiday, pension contribution and annual bonus scheme. If this role is of interest to you, we would love to hear from you.