Financial Adviser/mortgage Adviser
2 weeks ago
An exciting opportunity has arisen to join a local experienced financial advisers based in Barnstaple, North Devon. Town & Country Financial Advisers Ltd is an appointed representative of the Quilter Financial Services Ltd and Quilter Mortgage Planning Ltd.
**Salaried position - dependent on experience. Bonus scheme available.**
**Key responsibilities and activities will include**:
- Offer compliant financial service solutions to clients
- Service existing clients, carrying out reviews where appropriate
- Prepare sound financial plans to ensure clients meet their financial goals
- Advise clients on current financial issues and make recommendations
- Customise financial plans according to clients’ changing needs
- Build strong relationships to retain existing clients
- Actively seek to generate new business and build introducer relationships
- Maintain and update knowledge of regulations, practices and financial products
- Provide mortgage advice to existing and new clients
- Diploma Level 4 Qualified UK Financial Adviser (either fully or part-qualified considered as additional training and development can be offered)
- CeMAP Qualification an advantage
- Experience in the financial services sector
- Proven track record of success and achievements
- Experience of managing client relationships
- Able to convert qualified leads into new business
- An entrepreneurial mind-set and prepared to invest in themselves
- Meeting the regulatory aspects of the role, e.g. requirements for disclosure, costs of the services provided and also the advised products.
**Job Types**: Full-time, Part-time, Permanent
**Benefits**:
- Company pension
Schedule:
- Monday to Friday
Supplemental pay types:
- Bonus scheme
Work Location: One location
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