Job Details

Our Client is looking to recruit a Qualified Financial Advisor

Key responsibilities

• Servicing an existing client bank which could generate new opportunities

• Be able to assess clients’ financial circumstances

• Strong communicator and relationship manager

• Committed to ongoing personal and professional development

• A candidate that has a ‘go to’ attitude

• 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 some previous experience in the financial services sector

• Looking to progress in their career

• Needs to be Flexibility/ adaptability to cope with change

• Needs to be computer literate, ideally used the following systems;

Experience of

Dynamic Planner

Intelligent office

Selecta pension

Benefits

• Paraplanning support will be provided

• Pension and death in service benefits after qualifying probation period

• Potential bonus payable after validation period

This is a Hybrid role, but you will need to be able to get to their office based in Olney a couple of days a week

Financial Advisor