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Financial Advisor

Employer
Contract Personnel Limited
Location
UK
Salary
Competitive
Closing date
23 Jul 2021

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Sector
Accountancy
Contract Type
Permanent
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Job Details

Financial Advisor - Norwich £35-40k - OTE £50-60k + Benefits

A new opportunity has been created by this Boutique Financial Services business due to increased growth they are looking to recruit an experienced FA, you will provide clients with advice on financial matters, making recommendations on ways to best utilise their financial resources to put them on a path towards their very specific goals and objectives,

There will be a variety of tasks that you will undertake in your role to help clients achieve their goals and objectives:

Key tasks:

contacting clients and setting up meetings, either within an office environment or in clients' homes or business premises;
conducting in-depth reviews of clients' financial circumstances, current provision and future aims;
helping clients understand the nature of their relationship to their finances and help them make decisions in their best interest
help clients establish their goals and objectives where they need guidance
analysing information and preparing plans best suited to individual clients' requirements;
researching the marketplace and providing clients with information on new and existing products and services;
designing financial strategies to help clients achieve their goals and objectives;
assisting clients to make informed decisions;
researching information from various sources, including providers of financial products;
liaising with other professionals, such as accountants and solicitors;
keeping up to date with financial products and legislation
If this sounds like your next move, or you are newly qualified looking for your first post please drop me your cv: or call Jennie on (phone number removed)
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