Financial Advisor

1 month ago

Bishop's Stortford, United Kingdom Templegate Full time

**TEMPLEGATE RECRUITMENT**
**Financial Services Specialist Recruiters**

**Job Title**: Employed Financial Advisor

**Location**: Bishop's Stortford

**Salary**: £55,000 to £85,000 (depending on experience and qualifications)

**About the Company**:
This is an amazing opportunity for any Diploma Qualified Financial Advisor to work within a highly successful small firm.
On offer is the opportunity to acquire the amazing client bank on offer.

If you’re looking to run a highly successful financial advice firm, this could be the perfect opportunity for you.

**What Your Day to Day Duties Will Include Employed Financial Advisor**:

- Meeting clients and discussing their finances and financial goals
- Researching financial products for clients and explaining their key features and benefits
- Negotiating better financial deals with providers on a client’s behalf
- Researching financial law changes and economic trends
- Reporting their clients’ financial results and investment progress
- Supporting investment professionals to cultivate client relationships

**What is Needed to Be Considered Employed Financial Advisor**:

- Must be Level 4 Diploma Qualified
- Looking to take over a successful client bank.
- Fantastic Technical Knowledge.
- Good customer service for pleasant and productive client interactions.
- Verbal and written communication, including active listening, for determining client needs and reporting financial progress.

**Job Types**: Full-time, Permanent

**Salary**: £55,000.00-£85,000.00 per year

**Benefits**:

- Company pension
- On-site parking

Schedule:

- Monday to Friday

**Experience**:

- Financial Advice: 1 year (required)

Work Location: In person

Reference ID: 1592

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