Job Ref: 213110581

Date: 2021-02-01 14:29:25

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My client, a Financial Advisory Firm based in Chesham are seeking a Financial Advisor to join their expanding group.

Specific Responsibilities:

* Provide strategic advice across a variety of financial products and services (Pensions, Investments & Savings, Protection)

* Assess clients’ financial circumstances, understand their needs and develop a comprehensive financial plan

* Make recommendations to clients that meet their goals and ambitions

* Cultivate the client base and build relationships

* Keep abreast of new industry developments and research the market to ensure that knowledge is current

* Keep up to date with financial products and legislation and comply with all industry rules and regulations

Experience & Skills:

* Experience as a Financial Adviser or other relevant experience

* Accuracy, attention to detail and the ability to explain complex information clearly and simply

* Qualified to Level 4 Diploma in Financial Planning as a minimum

* Good knowledge of compliance, TCF, Data Protection Act and Anti-Money Laundering requirements

* Excellent communication skills and the ability to ask appropriate questions of clients

* Good analysis skills, money management skills and planning skills

* Enthusiasm and willingness to assist clients

* Ability to manage own workload

* Flexibility/adaptability to cope with change

* Full driving licence and own car essential

Critical Knowledge required:

* Knowledge of FCA rules relating to the financial advice process

* Working knowledge of compliance

* Knowledge of the current marketplace

Should you have any questions or wish to apply please do not hesitate to contact Clear Legal & Financial Recruitment.

Please Note: Due to the number of applications we receive we may be unable to respond to every application directly. If you have not heard from us within 3 working days, please assume your application has been unsuccessful

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