Our client due to their recent expansion over the last 18 months have opened an office in Chelmsford, Essex and are looking to recruit a Financial Advisor. The office ran by the managing partner, would assist the new Financial Advisor joining to achieve their targets and executing the company business plan.
About the Employer
They're a multi-award-winning company of Financial Advisors with over 150 years heritage. They pride themselves of having Financial Advisors located throughout the UK but still keeping a hands-on approach that you would expect from a local Financial Advisor practice.
About the Job
You will provide holistic advice to a range of high net worth and mass affluent private and SME clients. You will meet new clients and explain the service whist taking them through the financial planning process, indirectly supporting the client’s goals and achieving your own personal targets.
About the Ideal Candidate
The ideal candidate will have the ability to deal with new and existing clients on a fee basis, have the ability to work under pressure and meet deadlines. You will have product knowledge of effective communication of wide ranging holistic financial planning strategies and solutions. Supporting you achieve your goals by continuous professional development, and regular progression sessions.
The minimum requirements are Diploma qualified or equivalent with 2 years’ experience advising clients with Competence Adviser Status. Working towards chartered would be preferred but not essential.
Salary Range & Benefits
The salary ranges from £40,000 - £95,000 secure basic salary depending on the candidate, this would include Pension Benefits, Death in Service, 25-day holiday and the support with further exams.
Once you have submitted your CV one of our consultants will give you a call to discuss your application and to go through the full job specification in detail, if you are then happy we would then put you forward to our client for consideration.
Are you the one we’re looking for? Apply now for this job by clicking the apply button, or email us for more information regarding this job.
If you don’t have an up to date CV, please call the office to discuss a way in progressing with your application. Our working hours are Monday till Friday 8.00 till 19.30.
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