Financial Advisor
4 days ago
An exciting time to be part of an established company going into a period of national growth and expansion.
You will be provided with clients and be expected to build on this portfolio through your own contacts and experience in business development.
You will have experience providing quality financial advice for a minimum of 2 years.
**Requirements and Skills**
- Valid driver’s license
- Proficient in Word, Excel, Outlook and Powerpoint
- Minimum Dip FS
- In Depth Technical Knowledge
- You will be able to demonstrate competency in relationship building through reviewing client accounts on a regular basis giving advice on financial plans and strategies.
- Effectively plan and undertake targeted marketing, initiatives and events in line your growth ambitions and targets.
- Develop and mentor administrators, paraplanners and trainees.
- Work within compliance framework required by the company.
**Salary circa £45,000 with OTE in excess of £60,000 the role offers hybrid working options, car allowance and other great benefits.
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