Financial Adviser

Reed Insurance
Penrith, Cumbria
08 Jul 2017
07 Aug 2017
Contract Type
Full Time
I am pleased to work in partnership with a highly reputable financial services organisation, who are seeking an Financial Adviser to look after their clients in and around Penrith and Keswick. 

The main part of the role will be to develop relationships with customers, ensuring they receive the highest levels of service and provide them with solutions in the fields of investments, inheritance tax and retirement planning.

To succeed, you’ll need experience of not just building a customer base, but also of managing valued existing customer relationships. Your extensive experience of the financial services industry and detailed regulatory knowledge, will ensure you’re able to offer an expert, personalised service for our customers’ life ahead.

You must have the following;
• A natural communicator with a passion for delivering excellent customer service
• The ability to maintain strict quality and compliance standards
• Flexible and adaptable to change and new technology
• You must be level 4 Diploma qualified and hold a current Statement of Professional

Standing Certificate. You must also have previously held Competent Adviser Status Inheritance Tax experience is not essential as training and development will be provided.

In return for all your hard work and commitment, you will get the support and recognition you deserve. You can expect a structured training and development programme tailored to your needs. You will also be eligible for the following:
• Group Personal Pension Plan
• Life Cover
• 25 days’ holiday, plus one day for each year you’re with us, up to a maximum of 30 days (pro rata when working on a reduced hours basis)
• Range of preferential employee savings & insurance products
• Childcare vouchers

Please note that due to the regulatory nature of this role, all successful applicants will need to undertake and successfully meet our criteria for pre-employment screening checks.

Reed Specialist Recruitment Limited is an employment agency and employment business