Financial Adviser, Leicester, Employed Bonus Benefits Clients Provided

Clever HR
Leicester, UK
28 Jul 2019
01 Aug 2019
Contract Type
Full Time
Role: Financial Adviser

Location: Leicester

Package: Open to Negotiation + Bonus + Benefits + Clients Provided

Working within holistic wealth management, the firm are looking for ambitious and confident financial services professionals who provide a top-quality level of service and technical expertise. With limitless opportunity and uncapped earning potential available, are you ready to make the next big step in your career?

The Role
  • Create a business plan with business development and work towards agreed targets and goals.
  • Undertake frequent client meetings with all clients.
  • Provide holistic financial planning to prospective and existing clients, meeting their financial goals and objectives.
  • Act in a compliant manner, deliver an outstanding level of customer service and ensuring you adhere to the FCA rules and regulations.
  • Professionally service the needs of existing clients, create new opportunities via networking and referrals and look to build a network of professional introducers.
  • In line with business standards, ensure all client data, business transactions and information are recorded in a timely manner.
  • Develop your business and work towards creating a full financial planning practice with further employee's.

About You
  • Experience within a Face to Face or client dealing role.
  • Qualified to Level 4 and above.
  • Self-motivated and hungry to succeed.
  • Professionalism, gravitas and integrity.
  • Comfortable completing investment reports and using research tools.
  • Strong communication skills with clients, administration staff and management.
  • Technically sound across Pensions and Investments.
  • IT Literate.
  • Keen to pursue further industry qualifications for professional development and desire to increase technical knowledge in specialist areas.

  • Highly competitive business split + negotiable salary.
  • Continued business support.
  • Retirement benefits including business buyout options.

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