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:
1. As a Financial Advisor, you'll be required to work Monday to Friday
2. Hybrid working available after qualifying period.
The successful Financial Advisor will be offered:
3. £50.000 - £57,500 basic (dependent on experience)
4. Profit share
5. Parking
6. Healthcare (after the qualifying period)
Financial Advisor requirements:
7. Qualified advisor (Minimum Level 4)
8. Excellent communicator with an exceptional grasp of the English Language, both written and spoken.
9. Strong computer literacy with exceptional attention to detail.
10. You will be highly self-motivated and offer exceptional customer service
As a Financial Advisor, your role will involve the following:
11. Dealing with an existing client bank
12. Analyse information and liaise with internal support to prepare recommendations best suited to individual clients' requirements and review financial reports.
13. Researching an approved panel of product providers and providing clients with information on new and existing products and services.
14. Commercial awareness: keeping up to date with financial products and legislation as well as ensuring your technical knowledge is maintained.
15. Develop and maintain client relationships
16. Continuous development of a client bank and maximising opportunities ensuring profitable relationships are built.