Financial Adviser
4 days ago
An excellent opportunity for an experienced financial broker who wants a rewarding role. The company is looking for those who are confident in their ability to give advice on an existing client bank.
The Company:
- Financial advice firm specialising in pre retirement and pensions cases
- Puts heavy importance on putting the client first
- A smaller sized team, allowing for great opportunities to become department lead and even a board member
The Benefits:
- Expected salary of up to £50,000 with annual bonuses and salary reviews
- Company will provide support with further qualifications
- 35 hours per week, Monday to Friday, 9am - 5pm
- Supportive office environment with a focus on team work
- Largely office base with the ability to work from home some days
The Role
- Conduct initial meetings with the clients to establish their requirements
- Provide suitable advice on a full range of products to an existing client bank
- Heavy focus on the client and their needs
- Full paraplanning and administrative support
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