Financial Adviser (Employed)

Recruiter
XL recruitment
Location
Bath, UK
Salary
Competitive
Posted
16 Aug 2019
Closes
06 Sep 2019
Ref
1222704315
Sector
Accountancy
Contract Type
Permanent
Hours
Full Time
Role:

Our client is a well established and award winning national financial services company with excellent career progression opportunities. They specialise in the High Net Worth and Professional markets and provide their clients with a comprehensive and bespoke service.

An opportunity has arisen for an experienced candidate to join their successful field based sales team and provide both new and existing local clients with holistic financial advice.

All clients and leads are provided, together with full support and a structured marketing programme.

Requirements:

The successful candidate will have QCF Level 4 or Diploma in Financial Services and be able to demonstrate a proven track record of success within an advisory role. They will have an excellent working knowledge of the complete range of financial services products and be a confident and capable communicator. They will possess a flexible approach and the ability to work independently under their own initiative as well as part of a successful team.

Essential:
  • Financial Services Level 4 Diploma
  • Successful track record in a similar role
  • Experience of advising on a wide range of financial products
  • Excellent communication and rapport building skills

Desirable:
  • Held CAS within last 2 years
  • HNW/Niche market experience
  • Commercial business experience

If you are currently working for a major bank and looking for the next step in your financial advisory career, or you are looking for excellent long-term development and progression opportunities, this could be the role for you!

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