Financial Adviser

3 weeks ago


London, United Kingdom Page Personnel Full time

This is a chance to join a growing Financial Advisory firm
- This role offers a competitive salary and bonus package.

**About Our Client**:
My client is a modern dynamic financial planning business offering a remote/telephone/video call based service to retail clients across the UK.
- Providing pension and investments advice to retail clients.
- Expectation to work in accordance with all compliance procedures of the firm. Full support provided by the para-planning team.
- To follow the prescribed advice processes for each business area.
- To conduct financial reviews and identify suitable opportunities for new business.
- Work closely with the technical team in respect to giving clear direction to para-planning in order to facilitate the delivery of advice.

**The Successful Applicant**:

- Experience in an advisory role
- Technical competence in advising on pensions, investments, and insurances in the pre and post retirement stages.
- Accustomed and confident in dealing with clients and providers via telephone/video calls on all parts of the advice process.
- Ability to overcome with objections and deal with any rejection
- Must be proficient in MS Office (Word, Excel, PowerPoint, etc).
- Adaptable and receptive to feedback.
- Competitive, ambitious and a self-directed learner.
- Enthusiasm to help grow business within an ambitious company.
- Competent Adviser Status and Level 4 qualified is essential

**What's on Offer**:
This role offers a competitive salary, bonus and benefits scheme.


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