Financial Advisor

1 month ago


Essex, United Kingdom F S People Ltd (Financial Services recruitment specialists) Full time €50,000 - €65,000

Due to ongoing expansion, our clients are looking for a financial adviser to join for its wealth financial planning service. We are seeking an experienced Financial Adviser to play an integral part in the ongoing expansion of the business. Renumeration will include a bonus based on the retention and development of your portfolio.
There is flexible-working with this position and it is expected that you will drive, in order to be able to visit some clients face to face, in and around Essex, Greater London and the Southeast. Candidates can be based within the home counties with occasional visits to head office.
Your role will be to provide holistic advice to the clients within your portfolio and deliver tailored solutions across the areas of retirement, pensions, investments, protection, estate and wealth planning. You will benefit from administrative, technical and compliance support as well as being able to utilise cash flow forecasting software and the latest technology for investment formation and accessibility, both for clients and yourself. You also have the benefit of working with an equity release specialist if you wish to be involved with financial planning, care planning and equity release.
Provide regulated financial advice to clients
• Advise on Pensions, Investments, Protection
Clients are mainly retirees and over 50’s, HNW families and professionals
• Work with your Client Personal Assistant who will provide business and administration support from head office
Proven experience in a client-facing advice role delivering holistic financial advice
• Understanding of financial planning and the advice process
• Fully conversant in Microsoft Office applications
• Experience with using Intelligent Office system
• 6 years satisfactory regulatory references
• Experience working in a telephone or virtual based advice role
• This is an excellent opportunity to work with an award winning client-centric company and build your career as a financial adviser.


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