Details:
- Salary: £37,000 - 45,000 - Annum
- Job Type: Permanent
- Job Status: Full-Time
- Salary Per: Annum
- Location: South West
- Date: 2 weeks ago
Description:
A financial services organisation based in the southwest of England (but offering remote working) is currently recruiting a Financial Advisor to join their team.
Working for a business that has been established for over 25 years’ and offering the chance to become self-employed in the future, this an excellent opportunity for anyone looking to further their career within this field.
Duties will include:
* Advise on all areas of financial planning from mortgages and protection to investment and pensions.
* Review existing financial and protection plans according to clients changing needs
* Maintain and update knowledge of existing regulations, practices and financial products
* Build strong relationships with both existing and new clients to generate business and opportunities
* Create suitability reports and conduct regular financial reviews for clients
The successful candidate will be Level 4 Diploma qualified. Excellent communication and a self-starter attitude are also essential