Home-based Financial Adviser
2 weeks ago
Financial Advisor
* Are you an experienced Financial Adviser?
* Do you want career progression opportunities?
Due to continued expansion we're recruiting an experienced Financial Advisor to join our Mansfield based client on a Permanent basis.
Identify opportunities to grow revenue through upselling or cross selling to current client bank.
* Manage the annual review process ensuring compliance.
* Maintain accurate management information and data relating to client contact strategies.
* Manage activities and administration, demonstrating best practise, that will meet or exceed regulatory requirements.
Level 4 qualification in financial advice recognised by the Financial Conduct Authority
* This is a Full time, Permanent position
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