Home-based Financial Adviser

2 weeks ago


Mansfield Nottinghamshire, United Kingdom Elate Staffing Solutions Ltd Full time

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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