Independent Financial Adviser

2 weeks ago


BarrowInFurness, United Kingdom Poole Townsend Full time

Poole Townsend Solicitors Ltd are part of the Poole Townsend Group, which is an established, highly reputable firm offering comprehensive legal, financial and property services through their team of experienced and qualified professionals. Based in Barrow-in-Furness and with five offices across the Furness Peninsular and South Lakes, we are one of the largest independent solicitors, estate agents and financial service providers in the area and have been working with the local community for over 100 years.

In addition, you will be joining a long-standing team of professional people who have the same passion for looking after our clients.

This is the core of our business.

Due to continued successful growth, Poole Townsend are looking to recruit a highly efficient Independent Financial Adviser for its reputable financial services department.

**Independent Financial Adviser **Barrow in Furness

**Key responsibilities and activities will include**:

- Looking after and growing a portfolio of clients.
- Seek and develop new external business opportunities.
- Maintain excellent client relationships
- Diploma level 4 in Financial Planning
- Previous experience working in a similar role and in a target driven sales environment
- Well-spoken and confident dealing with a wide range of individuals including clients and other professionals.
- Excellent technical/product knowledge
- Strong communication and closing skills
- Full UK Driving Licence

Poole Townsend Solicitors Ltd offer a generous reward package which includes:

- Competitive basic Salary
- Attractive bonus scheme
- Administrative support
- 25 days holiday plus Bank Holidays, plus LOS days
- Christmas Closure
- Employee discounts
- Pension
- Cash Reward Healthcare system
- Death in Service
- Car allowance
- Electric Car Salary Sacrifice Scheme
- Company-wide and departmental Summer and Winter Social Events
- 24/7 Employee Assistance Programme
- Hybrid working
- Excellent work/life balance
- Great atmosphere, team spirit and thoroughly enjoyable working environment

**Salary: £40,000 - £45,000 per annum + bonus**

**For a copy of the job description, please visit the Poole Townsend website **vacancies page.



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