Financial Advisor

3 weeks ago


United Kingdom IDEX Consulting Ltd Full time €45,000

Desk-Based Financial Advisor - £45,000 DOE - Bromsgrove
I’m working with a successful wealth management firm who are looking for a Desk-Based Financial Advisor to join their dynamic team in Bromsgrove. Experience using Microsoft Word and Excel and databases
Desire to be a successful Financial Planner

Undertake sales and marketing activity in line with local/regional/national plans
Maintenance of 'fit and proper’ status through continuous professional development, suitable development opportunities and maintenance of SPS
Ensure that client advice and reports are compliant with company processes and regulatory requirements
This role would suit someone who is currently a desk-based advisor or someone who works in back office support, mortgage advisory or of a similar field.

Perks - The company provides a variety of benefits, including private medical insurance, generous annual leave, sick pay, 5% pension contribution, birthday's off, and much more.

Desk-Based Financial Advisor - £45,000 DOE - Bromsgrove


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