Description

Is your chosen career path as a Financial Advisor? Have you completed ALL or some of the FA qualifications? Do you have a minimum of one years’ experience of working as a Financial Advisor? Out client is an establish Wealth and Asset Management, offering independent financial advice. They are specialists in pensions, investments, protection and inheritance tax planning. This is a fantastic opportunity to be a part of the growth of this established business. You will be a valued integral part of this team, with support to develop and grow your portfolio of clients. Your key responsibilities – * Servicing an existing client bank and generating new opportunities * Be able to assess clients’ financial circumstances, understand their needs and develop a comprehensive financial plan, and have the knowledge and expertise to advise on complex matters * Strong communicator and relationship manager * Committed to ongoing personal and professional development * A candidate that has a ‘go to’ attitude and able to self generate own business leads * Able to build strong relationships with both the clients and the team you will be working with. * Keep up to date with financial products and legislation and comply with all industry rules and regulations. Desirable • Has previous experience in the financial services sector • Ideally equivalent of a level 4 diploma in financial planning and experience in giving pension and investment advice • Looking to progress in their career and become chartered