Are you an experienced Financial Advisor seeking a new opportunity?
Our clients, a well-established and independent Financial Planners based in the Chelmsford area, arecurrentlylooking for a Financial Advisor to join their team
This position will see the successful individual servicean 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:
* £50.000 - £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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