Financial Adviser

DG Partnership LTD
03 Apr 2019
05 May 2019
Contract Type
Full Time

Financial Adviser – Competitive Salary - Chorley

The Role

Cheetham Jackson are looking for a skilled and experienced Financial Adviser to join their growing team. You will have the opportunity to relieve clients from their financial worries and protect them and their family though generations, by providing independent financial planning, as well as pensions, investments, and protection advice.

Our client acquisition strategy is such that, in addition to sourcing core clients through referrals and networking, you will have access to professional connections through which clients will be referred. As such, strong interpersonal and relationship building skills will be essential! This is an exciting opportunity to develop your career within an advisory capacity in a rapidly growing company.

The key responsibilities of a Financial Adviser include, but are not limited to:

  • Building and strengthening client and joint venture relationships by providing clear, reliable and consistent advice
  • Achieving your agreed business plan metrics to enable strong individual, office and business results
  • Maintaining a strong pipeline of prospective clients and contact them regularly in line with business plan expectations
  • Keeping up to date with all relevant product, legislative and technical changes
  • Understanding our guiding principles and values and uphold them in line with treating customers fairly
  • Using client information, effectively obtained and documented, to provide suitable recommendations that are individual to the client and cater to their needs

The Company

Cheetham Jackson helps people take control of their financial planning. We work closely with our clients, empowering them with information, education and understanding, and then apply our expertise to help them achieve their unique financial planning goals. We have a very clear view of what clients want and expect from a financial planning company and our application of these expectations is what separates us from the competition.

The Person

The key skills and qualities of a Financial Adviser:

  • At least 2-3 years’ financial services experience in a client-facing advice role, with at least a Level 4 qualified achieved through a recognised industry body
  • Ability to create effective plans of action and stick to them, and able to work in a team as required and on own initiative in line with role requirements
  • Strong listening and written communication skills in order to transfer client information onto KYC documents and to replay this back to the client in Suitability Letters

These skills and qualities are highly desirable:

  • Knowledge of and experience in defined benefit transfers and the mechanisms for assessing suitability
  • Previous experience building and maintaining effective relationships with joint ventures and professional connections
  • Previous success in creating your own opportunities for sourcing and converting prospects

If you are keen on joining this exciting, forward thinking company and taking the next step in your career, then please click the apply now button to find out more.

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