Financial Planner

Solid Recruitment Solutions
16 May 2018
21 Jun 2018
Contract Type
Full Time
Financial Adviser – Alton - £35000 + Car Allowance

Overview of the position of Financial Adviser:

  • Contacting clients and booking meetings for in-depth reviews of clients’ financial circumstances, current provisions and future aims
  • This position is to work either with warm leads supplied by the business or on an existing bank of clients.
  • Analysing information and liaising with a Paraplanner to prepare recommendations best suited to individual clients' requirements
  • Researching an approved panel of product providers and providing clients with information on new and existing products and services
  • Designing financial strategies
  • Reviewing Financial Reports generated by a supporting Paraplanner
  • Contacting clients with news of new financial products or changes to legislation that may affect their savings and investments
  • Developing a client bank and maximising opportunities ensuring profitable relationships are built
  • Office/Telephone based role – minimal face-to-face interaction with clients
  • Skills & experience for application of the Financial Advisor:

  • Diploma Level 4 qualification or working towards.
  • A comprehensive knowledge of Pension and Investment products is essential
  • Excellent working knowledge of Pensions and Pension Transfers
  • Good working knowledge of CGT and Income Tax calculations
  • Ability to work in a compliant manner within the regulatory framework
  • Strong track record of achieving targets and a desire to meet future targets
  • Ability to maximise on leads provided by the business by converting large numbers into advocates in order to produce organic leads from existing clients
  • Excellent telephone manner and good written communication skills essential
  • Solid Recruitment are very proud to be working with a leading financial services business in Alton to recruit a new Financial Adviser. This would suit someone looking to become part of a dynamic, forward-thinking business.

    The company is offering the Financial Adviser a competitive salary of £35,000 per annum, car allowance of £200 per month, free parking, bonus, on-site gym

    We are looking for a committed, forward thinking and independent candidate to join our team.

    This job was originally posted as

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