Financial Advisor

Recruiter
Business Energizer
Location
Dudley
Posted
05 Apr 2019
Closes
05 May 2019
Sector
Accountancy
Contract Type
Permanent
Hours
Full Time
BEcruitment have been instructed by a highly reputable IFA Firm to locate an experienced Independent Financial Advisor to join their expanding Practice.
The successful Financial Advisor will be well established, providing exemplary Financial Advice and Customer Service to a wide range of financial portfolios.
Financial Advisor Position Overview
* Manage and build existing client relationships
* Provide technical advice to clients on investments and pension schemes
* Handle client's information confidentially and provide exclusive service
* Clients will range up to HNW
* Advise clients on increasing equity of investments
* Meet with clients to assess requirements and needs
* Prepare financial plans for long and short term investments
* Provide updates on performance of portfolios
* All administration & compliance taken care of for you
* Always be learning – look to ensure that you are at the peak of your knowledge
Financial Advisor Position Requirements
* 2-4 years minimum experience in a client facing role
* Experience within a similar role is essential
* Relevant diploma or CFA qualified
* Experience working within an IFA practice would be desirable
* Strong communication skills – verbal & written
Financial Advisor Position Remuneration
* Excellent Base Salary - dependant on experience
* Uncapped commission structure
* Quarterly, Bi-annual & Annual bonuses
* Excellent holiday entitlement
* Child care vouchers
* Company pension scheme

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