Financial Advisor

1 day ago

York, United Kingdom CFP JOBS Full time

**Financial Advisor**

**Excellent Salary up to £55,000 plus bonus with OTE of £90,000**

Branch based Financial Advisor vacancy due to incumbent retiring, working between two Branches. Clients provided and excellent appointments made.

Our Client is a National Building Society, with a track record of putting their customers needs first that goes back more than 160 years. They have an unparalleled industry reputation as both an employer and a trusted advisory company and understand justhow important it is to provide the best working environment for their advisers - so you are challenged, motivated and enthused to offer a first-class service.

They provide industry leading training and offer a reward structure that recognises your values and contribution including a bonus scheme related to quality of advice and documentation as well as commercial performance

As a Financial Advisor, you’ll develop relationships with our customers, ensuring they receive the highest levels of service and provide them with solutions in the fields of investments, inheritance tax and retirement planning

To succeed, you’ll need experience of not just building a customer base, but also of managing valued existing customer relationships. Your extensive experience of the financial services industry and detailed regulatory knowledge will ensure you’re able tooffer an expert, personalised service to their customers life ahead.

**Ideal Financial Advisor**
- A natural communicator with a passion for delivering excellent customer service
- The ability to maintain strict quality and compliance standards
- Flexible and adaptable to change and new technology
- You must be level 4 Diploma qualified and hold a current Statement of Professional Standing Certificate. You must also have previously held Competent Adviser Status within the last 36 months and been working in an advising capacity, achieving business objectives.Inheritance Tax experience is not essential as training and development will be provided.

If you are looking for an exciting career with a company that offers professional development and truly values it’s colleagues, a Career this opportunity could be for you.

**Financial Advisor Package Description**

In return for all your hard work and commitment, you will get the support and recognition you deserve. You can expect a structured training and development programme tailored to your needs. You will also be eligible for the following:

- Salary up to £55,000 with genuine OTE of £90,000
- Group Personal Pension Plan
- Life Cover
- 25 days’ holiday, plus one day for each year you’re with us, up to a maximum of 30 days (pro rata when working on a reduced hour basis)

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