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Financial advisor

Kendal
Permanent
Stellar Select
Financial advisor
Posted: 1 October
Offer description

Job Title: Financial Advisor Location: Kendal Salary: Up to £60,000 + OTE over £100K & Benefits Hours: Monday to Friday, 9:00 am to 6:00 pm About the position of Financial Advisor: We are seeking an ambitious and experienced Financial Adviser to join our client, a well-established and successful financial services firm. This is a unique opportunity to inherit an existing bank of loyal clients, giving you an immediate platform to build trusted relationships while developing new opportunities. Reporting to the Director of Financial Services, you will provide specialist advice, conduct in-depth financial reviews, and design tailored strategies to help clients achieve their long-term goals. With a Level 4 Diploma qualification, expertise in investments and pensions, and a proven compliance record, you'll have the chance to make a real impact while enjoying excellent earning potential and long-term career growth. Full admin support is provided! Responsibilities for the role of Financial Advisor: Inherit and manage an established bank of loyal clients, while also developing new opportunities. Conduct in-depth reviews of clients' financial circumstances, current provision, and future goals, providing tailored advice and clear recommendations. Analyse information and complete risk assessments to design financial strategies that meet individual client needs. Leverage dedicated administrative support to ensure s...

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