Employed Financial Adviser

Recruiter
Artemis Recruitment Consultants Ltd
Location
Canterbury, UK
Salary
Competitive
Posted
13 Sep 2019
Closes
25 Sep 2019
Ref
1258447581
Sector
Accountancy
Contract Type
Permanent
Hours
Full Time
We are looking to speak to experienced financial advisers in Canterbury for a great employed opportunity. Our client is a chartered practice with an established presence in the South East offering advice to individuals, business and trusts on a whole of market basis.

On offer is a a salaried position servicing existing clients in the South East. My client is offering a competitive salary and benefits to the successful candidate as well as the opportunity to progress through the firm.

This is an excellent opportunity for a Financial Planner to work with existing clients whilst receiving full back office support from a highly qualified back office team.

The Role
  • Contacting clients and setting up meetings
  • Meeting clients and conducting in-depth reviews of clients financial circumstances, current provision and future aims
  • Researching the marketplace and providing clients with information on new and existing products and services
  • Keeping up to date with financial products and legislation
  • Ensure sufficient client information obtained and analyse information gathered
  • Undertake sufficient product and market research in conjunction with Paraplanners
  • Assisting clients to make informed decisions
  • Promoting and selling financial products to meet given or negotiated sales targets

Benefits
  • Employed role with competitive salary
  • Full back office support
  • Leads provided

Requirements
  • Level 4 diploma for financial advice
  • Chartered Status with current CAS would be an advantage
  • Experience of working as an IFA
  • Excellent communication, interpersonal and listening skills
  • Self-motivation and organisation

Apply Now!

Please click apply to be considered for this fantastic opportunity. If successful one of our specialist team members will be in touch within 48 hours to discuss the role with you before submitting your CV to our client as well as discuss any other suitable roles with you that may not be directly advertised.

If you do not hear back from us within 3 days, we do not have anything that matches your skill set on this occasion. However we are constantly taking on new vacancies so make sure to check out our web-site.

Synonyms

Certified Financial Planner, Chartered Financial Adviser, IFA, Financial Advisor, Wealth Manager

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