Financial Adviser

Kings Permanent Recruitment for Estate Agents
Canterbury, UK
19 Sep 2019
02 Oct 2019
Contract Type
Full Time
Financial Adviser - Overview:

We have an exciting opportunity for a qualified Financial Adviser to work within a vibrant, modern business. This opportunity is suited to performance driven individuals, either with or without their own client bank, as a strong pipeline of quality leads will be provided from within the organisation.

The position will suit advisers who understand the value in maintaining strong client relationships. You will be part of a large team and maintain a strong client-centric approach.

Financial Adviser - Key duties:
  • Establish and maintain a high level of credibility and manage strong working relationships with our clients and other members of the team
  • Attend client meetings to win new business, present recommendations, maintain client relationships and review their objectives in line with their 'lifestyle' plan
  • Ensuring compliance with all industry rules and regulations as well as business quality requirements.

Financial Adviser - Criteria:
  • Ideally, you'll be a QCF Level 6 qualified, Chartered Financial Adviser (or working towards chartered status)
  • Proven experience working as a financial adviser within the financial services industry (you must hold current or recent competent adviser status 'CAS')
  • Track record of successful financial guidance
  • Ability to analyse financial data and to provide appropriate data-based advice
  • Strong communication, negotiation and presentation skills
  • Accuracy, attention to detail and the ability to explain complex information clearly and simply
  • Excellent PC knowledge and ability to operate database systems

Financial Adviser - Package & Benefits:
  • £50,000 Basic Salary depending on experience
  • £100,000+ On Target Earnings
  • Competitive benefits package

Kings Permanent Recruitment for Estate Agents hits 12 years of successful trading. A milestone to be proud of...

Kings Permanent Recruitment for Estate Agents is a "Specialist Estate Agency Recruitment Service" dealing with the placement of Estate Agents and Letting Agents into permanent positions within the Residential Estate Agency Property sector. Our additional areas of expertise include Property Management and CeMAP qualified Estate Agency Financial Services Consultants / Mortgage Advisors.

Visit Kings Permanent Recruitment for Estate Agents website for online Estate Agency vacancies.

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