Financial Advisor

3 weeks ago


Cornwall, United Kingdom Reed Insurance Full time

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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