Employed Financial Advisor

1 month ago

Medway, United Kingdom Templegate Full time

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

**Job Title**: Employed Financial Advisor

**Location**: Medway

**Salary**: £30,000 ~ £50,000 (depending on experience and qualifications)

**About the Company**:
You will be working on behalf of a highly successful, IFA firm who provide comprehensive financial planning and investment advice, they are seeking a Professional Financial Advisor.

**What Your Day to Day Duties Will Include**:

- 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**:

- Must be Level 4 Diploma qualified
- Good customer service for pleasant and productive client interactions
- Verbal and written communication, including active listening, for determining client needs and reporting financial progress
- Negotiation skills for securing the best deals for clients
- Understanding of economics, accounting and other financial concepts
- Mathematics for developing sound financial strategies
- Computer literacy, including confidence using office and accounting programs

**Salary**: £30,000.00-£50,000.00 per year

Schedule:

- Monday to Friday

Supplemental pay types:

- Bonus scheme
- Commission pay

**Experience**:

- Financial Advisor: 1 year (required)

Work Location: In person

Reference ID: 1502

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