Financial Advisor

Recruiter
Coast Specialist Recruitment
Location
Bristol
Salary
35000.0000
Posted
08 Feb 2017
Closes
08 Mar 2017
Contract Type
Permanent
Hours
Full Time

A wealth management company in Bristol is looking for a Financial Advisor to come on board and Provide strategic advice across a variety of financial products and services (Pensions, Investments & Savings, Protection)

Responsibilities:

  • Assess client’s financial circumstances, understand their needs and develop a comprehensive financial plan
  • Make recommendations to clients that meet their goals and ambitions
  • Cultivate the client base and build relationships
  • Keep abreast of new industry developments and research the market to ensure that knowledge is current
  • Keep up to date with financial products and legislation and comply with all industry rules and regulations

Experience & Skills:

Role holders will be motivated, friendly and professional at all times, and will provide impartial and unbiased advice. Excellent time management is a must.

  • Experience as a Financial Adviser or relevant experience
  • Qualified to Level 4 Diploma in Financial Planning as a minimum

Fantastic opportunity for an experiened IFA, apply now to find out more.