Financial Adviser

Office Angels
Chelmsford, UK
18 Jul 2019
25 Jul 2019
Contract Type
Full Time
Financial Adviser
£25,000 per annum + uncapped commission
£60,000 OTE
Chelmsford, Essex
Monday-Friday, 40 hours per week

*MUST be level 4 qualified*

*Laptop + Mobile + Expenses*

My client, a successful financial advisers based in Chelmsford is seeking a confident and reliable candidate to join them on a permanent basis.

Duties to include, but not limited to:
  • Providing client-facing and telephone-based financial advice
  • Making recommendations to clients on Investments, Pensions and Protection policies
  • Account Management post-advice
  • Following up with clients to gain business
  • Managing a monthly budget - Budget may include purchasing leads, warm and pre-made appointments, online marketing and networking activity.
  • Manage own diary to ensure time is managed effectively
  • Generating leads and following up
  • Ensure all remedial work is completed in a timely manner

Preferred Skills:

Strong business development ability required and hunger to generate new business whilst treating customers fairly and demonstrating excellent ethics.

If this sounds like an ideal role for you then please do not hesitate to contact us. We would be delighted to receive your CV.

To confirm your identity, you will be required to bring your passport with you when registering. Registration takes approximately 1 hour 45 minutes.

If you are emailing your CV to us, please ensure it has your home address, telephone numbers (including your mobile) and your email address on. Thank you for taking the time to look at one of our vacancies. We look forward to receiving your CV, however, please note that only successful applicants will be contacted.

If you do not live in the local area please let know what your plans for relocation are.

Please only submit CVs in word format, preferably with no headers, footers or text boxes.

Office Angels are an equal opportunities employer' and confirm Office Angels are an Employment Business (short term/contracts) or Recruitment Agency (perms).

Office Angels acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. Office Angels UK is an Equal Opportunities Employer.

By applying for this role your details will be submitted to Office Angels. Our Candidate Privacy Information Statement explains how we will use your information - please copy and paste the following link in to your browser: https://candidate-privacy

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