Putney, London (3 days a week after probation)
£30,000 – £32,000
A successful Independent Financial Advice and Employee Benefits Consultancy firm based in South West London are looking for a Junior Financial Adviser to join the team and provide client-facing & administrative support to the Consultants. You will be trained up in everything within Corporate Financial Advice, and work side-by-side with SME corporate clients to ensure their business needs are understood and a bespoke service is provided.
The role will initially be to work with corporate clients on their Employee Benefits quotes, reports and renewals with the help of the company Director, then it will lead into a client-facing role conducting 1-to-1 meetings with existing clients to discuss their Employee Benefits offerings. You will eventually become an Adviser so this is a brilliant opportunity for someone who is looking for a client-facing, relationship management role.
This firm has quickly developed a reputation for being adaptable and capable of looking after the wide range of corporate and individual clients.
You will also have exposure to the Wealth Management/Financial Planning side of the business.
This is an ideal role for someone who has some form of exposure to the Insurance or Employee Benefits field and is keen to further their experience, or someone with a grounding in Financial Services looking for a client-facing position.
As part of a small business, anything you can do to help the team will be helpful There will be exposure to the Wealth Management side of the business and plenty of opportunities to develop your career in the financial advice industry.
What's needed to be considered?
In order to be considered for this unique opportunity, candidates need to have –
* Previous experience in an Employee Benefits, Insurance, or Group Risk focused role
* OR experience working within Financial Services
* Excellent communication, interpersonal and organisational skills
* Experience using IT Systems and Software
Benefits Package
* Flexible home working available (2 days a week from home after probation)
* Quarterly bonus scheme up to £1,000 per quarter
* Generous pension contribution
* Business closure between christmas and new year
* Support with financial exams
* Group life insurance
* Sociable office