Financial Advisor
3 weeks ago
REED Financial Services has been engaged to work with a leading regional Wealth Management company which distributes a range of investment and retirement products and financial solutions.
A new financial adviser is required in Cornwall due to business expansion.The adviser will be supported by an administration team including paraplanners.
Key duties and responsibilities include:
- Dealing with clients on a face to face and online basis.
- Providing first class advice to clients on wealth management, including pensions, investments, savings, and protection products.
- Working with the administration team and paraplanning team to deliver timely reports and great client service.
To be considered in the role you will have:
- The required qualification at diploma level
- Experience in giving advice to clients over a recent period
- Be able to demonstrate that you are a confident professional with excellent communication skills.
- An enthusiasm towards delivering outstanding client service is essential.
- Strong attention to detail and to be able to problem solve and think on your feet.
- Good time management and planning skills.
- Excellent verbal and written communication skills.
In return:
- Competitive base salary dependent on qualifications and experience with attractive employee benefits
- Structured bonus based on serviced revenue and revenue generation
- Support for continued professional development - Training and support towards industry recognised certifications
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Cornwall, United Kingdom Quilter Financial Planning Full time €30,000A brilliant opportunity for two Financial Advisers has recently become available for those in or around Cornwall. We are seeking two employed Advisers who are new to the industry and have less than 2 years experience. The basic salary starts at £30,000 but more can certainly be offered for the right individual. To find out more, please contact me on...
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Cornwall, United Kingdom Quilter Financial Planning Full timeA brilliant opportunity for two Financial Advisers has recently become available for those in or around Cornwall. We are seeking two employed Advisers who are new to the industry and have less than 2 years experience. The basic salary starts at £30,000 but more can certainly be offered for the right individual. To find out more, please contact me on...
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Cornwall, United Kingdom Quilter Financial Planning Full timeA brilliant opportunity for two Financial Advisers has recently become available for those in or around Cornwall. We are seeking two employed Advisers who are new to the industry and have less than 2 years experience. The basic salary starts at £30,000 but more can certainly be offered for the right individual. To find out more, please contact me on...
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Cornwall, United Kingdom Quilter Financial Planning Full timeA brilliant opportunity for two Financial Advisers has recently become available for those in or around Cornwall. We are seeking two employed Advisers who are new to the industry and have less than 2 years experience. The basic salary starts at £30,000 but more can certainly be offered for the right individual. To find out more, please contact me on...
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