Financial Adviser
St Ives
£30,000 - £45,000 basic plus bonus
Leads provided.
Are you a Financial Adviser looking for an opportunity to further develop as part of a flourishing and exciting firm?
If you’re looking for a positive working culture, a flexible and autonomous role, with leads provided and support from an outstanding business to enable you to build up your skills and reach your full potential, this could be the role you’ve been waiting for.
This is an office-based role, servicing existing clients around the area of St Ives but you will also be working to develop your own client bank and attract new clients. You will be seeing clients remotely, and face-to-face and some travel across the region would be required.
You will benefit from having access to comprehensive administrative support internally and will be part of a top performing team with an outstanding reputation in the market.
What you’ll be getting involved in:
1. Delivering an excellent level of service on all areas of financial planning, working with clients to achieve excellent customer outcomes
2. Conducting review meetings to understand customer objectives and financial needs
3. Develop effective, long term relationships with clients, their families and professional connections
4. Work alongside the administration team to analyse information, ...