Financial Adviser

13 Apr 2017
13 May 2017
Contract Type
Full Time

Job Title: Financial Adviser

Location: Bromsgrove

Salary: £40,000 to £55,000

Benefits: Great Location, Bonuses, Company Pension

Due to continued expansion, an exceptional Financial Services practice is looking for high quality Independent Financial Adviser to join the organisation and assist in dealing with increasing levels of demand.

Full sales support and lead generation is provided. Ideally, you will have experience within an IFA practice already.

You will be Level 4 diploma qualified and working towards chartered status with excellent relationship management skills.

On offer is the opportunity to work with an existing client base where your skills and abilities convert relationships into business.

Duties will Include:

Dealing with HNW and Corporate Clients

Ensure sufficient client information obtained and analyse information gathered

Undertake sufficient product and market research in conjunction with Paraplanners

Ensure suitable recommendations are made.

Ensure all supporting documentation is available and maintained

Ensure relevant CPD is maintained and recorded accurately

Skills and Experience required:

The requisite generic financial services knowledge and Level 4 qualification

Detailed knowledge and understanding of the firm’s record keeping requirements

Hold CAS status

Previous experience as an IFA

Due to the amount of response we receive, unfortunately we are not able to give feedback to individuals, if you have not heard back within 7 days please assume that you have not been successful for the role you have applied for.