Junior Financial Adviser

Recruiter
Atlas Commercial
Location
West Malling
Posted
13 Feb 2018
Closes
21 Feb 2018
Sector
Accountancy
Contract Type
Permanent
Hours
Full Time
We are currently recruiting for a very well-established organisation that are looking to recruit a Junior Financial Advisor, to join their business based on the outskirts of West Malling.

Duties will include:

* Prospect / contact potential clients
* Analyse information and prepare plans best suited to individual clients' requirements
* Complete risk assessment as appropriate
* Research the market place and provide clients with information on new and existing products and services
* Assist in the designing financial strategies
* Assist clients to make informed decisions
* Research information from various sources, including providers of financial products
* Assist in reviewing and responding to clients changing needs and financial circumstances
* Negotiate with product suppliers for the best possible rates
* Ensure suitable recommendations are made
* Ensure that all supporting documentation is maintained
* Comply with the Financial Services and Markets Act 2000, the FCA Statements of Principle and Code of Practice and the relevant FAC rules at all times
* Comply with the relevant compliance, TCF, T&C, financial crime anti-money laundering, data security, anti-bribery and company procedures at all times
* Provision of advice to clients in a compliant manner
* Attain and maintain level of competence
* Maintain all standards of performance
* Ensure relevant CPD is maintained and recorded accurately

We are seeking applicants with experience/exposure to the above duties coupled with:

* You must have relevant qualifications in the industry or working towards
* Excellent communication and listening skills
* The ability to explain complex information clearly and simply
* The ability to analyse and research information
* Good sales negotiation skills

Please could you confirm your salary/package requirements on application.

Apply now for this excellent opportunity

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