Independent Financial Advisor

Concorde Group
Up to £30,000
28 Sep 2017
03 Nov 2017
Contract Type
Full Time
A new role has arisen with one of Cornwall's leading independent financial advice companies. Due to continued growth and expansion an opportunity has arisen for an Independent Financial Advisor You will be working with the primary role of researching and considering all retail investment products or providers available to meet client needs. You will be providing specialist advice on pensions, mortgages and investments and ensuring that all advice provided is unbiased and unrestricted. Day to day duties and responsibilities will include but not limited to: - contacting clients and setting up meetings, either within an office environment or in clients' homes or business premises - conducting in-depth reviews of clients' financial circumstances, current provision and future aims - analysing information and preparing plans best suited to individual clients' requirements - completing risk analyses - researching the marketplace and providing clients with information on new and existing products and services - designing financial strategies - assisting clients to make informed decisions - researching information from various sources, including providers of financial products - reviewing and responding to clients changing needs and financial circumstances - promoting and selling financial products to meet given or negotiated sales targets - negotiating with product suppliers for the best possible rates - liaising with head office and financial services providers - communicating with other professionals, such as estate agents, solicitors and valuers - keeping up to date with financial products and legislation - producing financial reports - contacting clients with news of new financial products or changes to legislation that may affect their savings and investments - meeting the regulatory aspects of the role, e.g. requirements for disclosure, costs of the services provided and also the advised products. Our client is looking for a candidate with Competent Advisor Status (CAS) and a Level 4 Qualification in Financial Services (QCF) who is looking to continue to develop their skills and knowledge throughout their career, studying for more advanced or specialised professional qualifications. Ideally looking to attain - Level 6 Advanced Diploma in Financial Planning, which leads to Chartered Financial Planner status This is a full time permanent role offering a negotiable basic salary of up to £30,000 and generous commission structure. If you would be interested in applying for this position please send an up to date CV detailing your skills and experience. All applications will be treated with the strictest confidence and no personal details will be released.
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