Financial Adviser - Huntingdon

Are you a skilled Financial Advisor with a Level 4 Diploma, ready for a new challenge and able to start making an impact immediately? We have an exciting opportunity in Huntingdon with a well-established company seeking to expand its team with a dedicated and passionate professional.

Working hours:

  • As a Financial Advisor, you'll be required to work Monday to Friday
  • Hybrid working with 1 day a week from home
  • Flexible start times
  • Pension Scheme
  • Generous life and Health Care cover

Financial Advisor requirements:

  • Level 4 Diploma
  • 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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