Employed Adviser

Recruiter
Coast Specialist Recruitment
Location
Horsham, UK
Salary
Competitive
Posted
18 Oct 2019
Closes
30 Oct 2019
Ref
1269014989
Sector
Accountancy
Contract Type
Permanent
Hours
Full Time
This is an exciting opportunity for an experienced financial advisor to join and advice a firm on an employed basis.

Reporting to: Director

Responsibility for others: None

Location: Horsham

Hours of Work: Monday to Friday 9.00am to 5.30pm with 1 hour for lunch

Special Requirements: Some need to travel to clients based in the South East of England

Proposal:
  • This role is primarily based in the office, with the requirement from time to time to meet clients at their own offices or homes
  • You will be provided with clients to service and have the ability and desire to grow the client bank through networking and referrals
  • You will receive comprehensive compliance and administrative support

Requirements:
  • You must be currently working as an IFA/Financial Advisor
  • This will also suit individuals currently employed as bank assurance advisors or advisors with limited access to clients, but seeking higher rewards directly related to their hard work and success
  • You will be experienced in advising clients on all aspects of financial planning, including investments, pensions, mortgages and protection

Qualifications:
  • Full diploma qualification with at least 2 years relevant experience
  • CAS status, preferrably be chartered and hold current SPS certificate

Key skills needed:
  • Detailed technical knowledge with which to provide a high quality financial planning service
  • excellent knowledge of products and prioritisation of needs and best advice
  • Ability to think through the consequences of actions taken both internally and operationally
  • Demonstrate the right attitude and culture, objectives and priorities
  • Ability to demonstrate positive attitude and behaviour and a flexibility to take on feedback to develop new skills and ways of thinking
  • Creative thinking ability
  • Thorough understanding of the Compliance, Legal, Statutory and Regulatory aspects impacting upon this areas
  • Excellent communication skills and high standards of literacy essential

If successful, there will be a 2 stage interview process.

Please apply now to Karen Halliday

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