Financial and Wealth Advisor

2 weeks ago

Louth, United Kingdom RecruitME Full time

**Lincolnshire circa £50k plus host of employee benefits**

**About our clients**:_Established Wealth and Financial advisors serving clients across the UK._

We’re on the hunt for a skilled and experienced Financial and Wealth Advisor on an employed basis.

Our clients are a multi-office operation and offer a range of Financial Services to their clients across the UK including investments, retirement, protection, insurance, tax planning, equity release and estate planning.

We have an opportunity for an experienced Financial and Wealth Advisor with level 4 Diploma (CF30) qualification in Financial Planning to join this successful business.

The Opportunity:
A qualified and motivated Financial and Wealth Advisor with great customer service skills and experience in dealing with a wide range of differing client needs. You’ll be confident in building and developing new client relationships as you seek to identifying your clients short, medium and long-term financial planning goals. Supporting them with the best Financial Advice helping them by mapping out a financial goals route and managing the process.

**Benefits**:

- Existing client bank
- Hybrid working style - Manage your own diary
- Work for a leading Financial company
- Comprehensive back-office support

Skills and experience required:

- Natural drive to manage and develop clients
- Superb Listener and Rapport Builder
- Previous experience in Wealth/Investment Management or Financial Advice sales
- Strong written and verbal communication skills.
- The drive and ambition to succeed.
- Able to build and maintain strong customer relationships
- This vacancy is being advertised on behalf of RecruitME who are acting as a recruitment agency. RecruitME is committed to equal opportunity and diversity._
- Be aware that you maintain the right to withdraw your consent at any time._

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

**Salary**: £40,000.00-£50,000.00 per year

**Benefits**:

- Casual dress
- Company events
- Company pension
- On-site parking
- Wellness programme
- Work from home

Schedule:

- Monday to Friday
- Overtime

Supplemental pay types:

- Bonus scheme

Work Location: One location

Reference ID: EJwealth

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