We are currently recruiting for a Financial Planning practice who are looking to recruit a telephone based financial adviser.
The ideal candidate will be Level 4 Diploma Quailfied who is willing to conduct client reviews over the telephone.
This would suit a level four qualified paraplanner with client advice experience.
They will need to have been certified to give advice, or held a CF30 position previously.
Some of your duties will include:
·Identify and contact potential clients in accordance with the firm’s business plan and supervisor’s guidance.
·Ensure that relevant disclosure processes are followed in a positive, clear and timely fashion.
·Ensure sufficient client information (KYC) is obtained and that the analysis of this information informs suitable recommendations.
·Undertake detailed, relevant product and market research in order to identify the most suitable client solution where appropriate.
·Making sure all client files are compliant on an ongoing basis
The successful candidate will need to have recent, relevant experience of providing financial advice to clients, be IT literate, have a positive disposition and be a natural relationship builder.