Financial Advisor

25000.00 - 60000.00 GBP Annual
09 Sep 2020
17 Sep 2020
Contract Type
Full Time
I am currently recruiting for an experienced Financial Advisor on an employed basis to join a very professional and well-established local business. My client is a fully Chartered Firm who offer up to date and relevant independent financial advice to their new and existing customers. Building strong relationships are very important skills required for this role.

Duties and responsibilities will include the following:

Managing a portfolio of existing clients.
Providing ethical and objective, holistic financial planning advice to clients to include pension advice, mortgages and protection, retirement, and savings and Investments.
Seeking to grow assets under management through referrals and new business opportunities
Maintaining consistent, documented communication and follow up with prospective clients
Uncovering changes in client circumstances with additional financial planning and gathering of assets under management
Determine individual client needs and updates for clients' annual reviews.
Preparing relevant and comprehensive review documentation
Responding to client communication (both telephone and electronic) within set business service levels
Offering service excellence to every existing client and all new potential clients at all times
Working to stay up to date on current events that impact financial planning and wealth managementThe successful candidate will have the support of a team of para planners and administrators and the opportunity to progress. Regular training is in place to ensure the team are up to date with both regulatory news and legislation.

Salary and package are dependent on previous knowledge.

If you feel that you have the relevant skills to be sucessful in this role please apply now.

This vacancy is being advertised on behalf of Appointments Personnel who are acting as an employment business