Financial Advisor
4 days ago
Are you an experienced Financial Advisor seeking a new opportunity?
Our clients, a well-established and independent Financial Planners based in the Chelmsford area, are currently looking for a Financial Advisor to join their team
This position will see the successful individual service an existing client bank. The role comes with admin support and a generous basic salary and profit share.
Working hours:
- As a Financial Advisor, you'll be required to work Monday to Friday
- Hybrid working available after qualifying period.
The successful Financial Advisor will be offered:
- £ £57,500 basic (dependent on experience)
- Profit share
- Parking
- Healthcare (after the qualifying period)
Financial Advisor requirements:
- Qualified advisor (Minimum Level 4)
- Excellent communicator with an exceptional grasp of the English Language, both written and spoken.
- Strong computer literacy with exceptional attention to detail.
- You will be highly self-motivated and offer exceptional customer service
As a Financial Advisor, your role will involve the following:
- Dealing with an existing client bank
- Analyse information and liaise with internal support to prepare recommendations best suited to individual clients' requirements and review financial reports.
- Researching an approved panel of product providers and providing clients with information on new and existing products and services.
- Commercial awareness: keeping up to date with financial products and legislation as well as ensuring your technical knowledge is maintained.
- Develop and maintain client relationships
- Continuous development of a client bank and maximising opportunities ensuring profitable relationships are built.
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