Financial Advisor - Huntingdon

Are you a seasoned Financial Advisor with a Level 4 Diploma, eager for a fresh challenge? We have an exciting opportunity with a well-established company that's been thriving for over 30 years. Our clients are looking to expand their team with a dedicated and passionate professional with Leads and Full Admin Support provided.

Working hours:

  • As a Financial Advisor, you'll be required to work Monday to Friday
  • Hybrid working with minimum 2 days in office.

The successful Financial Advisor will be offered: 

  • £45,000 basic 
  • OTE £50,000 – £100,000 
  • Bonuses
  • Career Progression
  • Full Compliance and admin support provided.
  • Existing Clients to service
  • Healthcare

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.

 

Due to the high amounts of applications, if you have not been contacted within 7 days please consider your application unsuccessful.

This job has been posted by GCB Recruitment which is acting as the Employment Agency in relation to this job, working on behalf of their client who is confidential at this stage.

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