Finance Advisor

We Are SSG
Spalding, UK
08 Oct 2019
30 Oct 2019
Contract Type
Full Time
Finance Advisor - Spalding - Attractive salary

ALH Recruitment are looking to recruit a Financial Advisor with immediate effect for our client based close to Spalding, in Lincolnshire.

Our market leading client are seeking to employ a qualified Financial Advisor with immediate effect, based at their head office just outside Spalding.

You will provide current clients with financial advice and make recommendations on how best to meet their goals.

The ideal candidate will be able to research the marketplace for available products and services, identify clients' needs, design financial strategies and gain commitment from clients to proceed with your recommendations.

Finance Advisor - Key responsibilities:
  • Provide strategic advice across a variety of financial products and services (Pensions, Investments etc..)
  • Assess clients' financial circumstances, understand their needs and develop a comprehensive financial plan
  • Make recommendations to clients that meet their goals and ambitions
  • Cultivate the client base and build relationships
  • Keep abreast of new industry developments and research the market to ensure that knowledge is current
  • Keep up to date with financial products and legislation and comply with all industry rules and regulations.You will provide first class financial planning and advice to existing and prospective clients, across the UK.

Skills / Experience:
  • Experience as a Financial Advisor
  • Accuracy, attention to detail and the ability to explain complex information clearly and simply
  • Qualified to Level 4 Diploma in Financial Planning as a minimum
  • Enthusiastic and willing to assist clients
  • Ability to manage own workload

If you feel you have the skills and experience to step into this exciting opportunity, please apply below:

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