Financial Advisor

5 days ago


Poole, United Kingdom PLATINUM RECRUITMENT CONSULTANCY LIMITED Full time

**Role:Financial Advisor**

**Location: Poole, Dorset**
**Employer: Wealth Management**
**Salary: £40,000 - £50,000**

**Platinum Recruitment** is working in partnership with a Local Leading Wealth Management Company, based in Poole. We have a fantastic opportunity for a **Financial Advisor to** join their team.

**What's in it for you?**

The **Financial Advisor** role offers, in addition to working with an established team, the following benefits:

- Competitive benefits package
- Free parking
- Your birthday as an additional day off
- The chance to develop your career with a successful and forward-thinking team
- The role comes with full client servicing and paraplanning support

**Your responsibilities will include-**

We are looking for **Financial Advisor** to support Senior Staff. The role already has an existing client bank to service and to ensure clients expectations, needs and goals delivered. The role's primary objective is to help clients manage theirfinances, being their trusted advisor in areas including investments, cash flow, savings, and debt management.
- Evaluate client's financial documents including their income, expenses, and liabilities
- Create strategic financial plans and budgets for clients
- Offer support and guidance in financial, insurance and investment planning
- Prepare financial and business analysis reports
- Monitor client's needs and adjust their financial plans accordingly
- Present and market financial products and services
- Nurture and foster long-lasting relationships
- Work closely with the Chairman to develop strategies for entering new markets, no direct prospecting required
- Write blogs to be published on the company's website
- Engage with clients at events and functions as deemed necessary
- Acting as a liaison between the client and other financial professionals
- Guiding clients through personal financial analysis, including goal setting
- Perform a variety of support duties
- Prior experience in the financial services industry
- Able to prioritise and make decisions
- Energetic and eager to tackle new projects and ideas
- Comfortable interacting with members of the senior leadership team
- A collaborator capable of cultivating productive working relationships across the firm
- Resourceful, can-do attitude
- Thrives in a fast-paced environment
- Already achieved, or working towards chartered status

**Skillset and Background**:

- **CII / The PFS Qualified - Has to be qualified**:

- **Three to five years prior experience in financial Advising/Planning**:

- Excellent computer skills, including the Microsoft Office Suite (Outlook, Word, PowerPoint, and Excel)
- Exceptional writing, editing, and proofreading skills
- Excellent organisation and time-management skills

**Sound like the role for you?**

**_Don't forget to speak to your consultant about our "Recommend a Friend" referral scheme and find out how you could earn up to £250 per recommendation._**

**Consultant:?Roxie Dunlop**

**Job Number: 923544 / INDCOMM**

**Job Role:? **Financial Advisor**

**Location:Dorset**

Platinum Recruitment is acting as an Employment Agency in relation to this vacancy.


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