![Accord Associates Ltd](https://media.trabajo.org/img/noimg.jpg)
Financial Advisor
3 weeks ago
**Financial Advisor**
**About the job**
Due to retirement and ongoing expansion, our client is looking for a financial adviser to join its wealth and pension financial planning service. We are seeking an experienced Financial Adviser to play an integral part in the ongoing expansion of the business. Renumeration will include a bonus based on the retention and development of your portfolio.
This role is integral to the future success of the department, and we are seeking a conscientious, thorough, and trustworthy person who shares our core values regarding customer service and has the relevant background for expert advice.
Your role will be to provide holistic advice to the clients within your portfolio and deliver tailored solutions across the areas of retirement, pensions, investments, protection, estate and wealth planning. You will benefit from administrative, technical and compliance support.
**The role -**
- Manage the end-to-end review process for a specific client segment
- Delivery of suitability reviews as required
- Provide regulated financial advice to clients
- Develop mastery of the skills necessary to provide an excellent client experience
- Write suitability letters
- Support the evolution of the team with process, people, and proposition
- Advise on Pensions, Investments, Protection
- Clients are mainly business owners and over 50’s, HNW families and professionals
- To adapt as the team evolves
**Essential Skills -**
- Qualified to Level 4
- Recent or current Competent Adviser Status with another Firm
- Proven experience in a client-facing advice role delivering holistic financial advice
- Understanding of financial planning and the advice process
- Strong customer service focus
- Experience with using Intelligent Office system
- Satisfactory regulatory references
- Clean DBS check
**Desirable Skills -**
- Chartered or working towards Chartered status with the CII (or equivalent)
- Experience working in a telephone or virtual based advice role
- Experience working in a multi-platform business
The base salary will be £40,000 plus commissions with an expected OTE of £80k+
This is an excellent opportunity to work with an award winning client-centric company and build your career as a financial adviser.
**PLEASE NOTE THE QUALIFICATION REQUIREMENTS BEFORE APPLYING**
**Salary**: £40,000.00-£50,000.00 per year
**Benefits**:
- Company pension
- Private medical insurance
- Work from home
Schedule:
- Flexitime
- Monday to Friday
Supplemental pay types:
- Bonus scheme
Ability to Commute:
- Chesterfield (required)
Work Location: Hybrid remote in Chesterfield
Reference ID: Finadv-NE
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