Financial Advisor

Recruiter
SVC Group
Location
Colchester, UK
Salary
Competitive
Posted
14 Jun 2019
Closes
01 Jul 2019
Ref
1180988119
Sector
Accountancy
Contract Type
Permanent
Hours
Full Time
Financial Advisor

Colchester

£35- £50,000

Due to expansion a very successful company in Colchester are seeking a professional financial adviser, able to offer expert advice on suitable investments, insurance, tax and private pensions to provide a valuable service to our retail personal and company clients.

To provide customers with accurate information and bespoke deals that will enable them to make an educated choice that suits their specific requirements. Job incumbents need to maintain transparent financial and contract details and liaise with service providers.

Profile

* A background in the industry showing in depth knowledge of investments as well as FCA certification in financial planning are mandatory.

* Applicants need to be self-motivated and numeric,

* Have good communication and organisational skills together with a good understanding of our regulatory compliance requirements.

* Familiarity with data input and Microsoft packages is required.

* You will be expected to research, analyse, forecast, sell financial products, develop strategies, prepare reports and perform many other fiscal related activities.

* Good work ethic and flexibility

* Some travel into London required

* You will be working on an existing client bank, servicing it and expanding it

Education

• Qualifies to Diploma level 4, CII Diploma in Financial Planning or equivalent is mandatory, Chartered & DFM qualifies or willing to obtain

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