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.