Junior Financial Advisor

Coulter Elite Resourcing
13 May 2018
11 Jun 2018
Contract Type
Full Time
Job Description

Are you a Graduate or College leaver looking to become a Financial Advisor?

If the answer is YES then this could be the perfect role for you!

Coulter Elite Resourcing - Recruitment Specialists are now recruiting for a Junior Financial Advisor for our client based in Peterborough.

This is a fantastic opportunity for a Junior Financial Advisor to join an established financial advice company who are specialists in their field and hugely successful. You will work as part of the business support team providing support to the whole of the business. Company travel all over the country and working irregular hours (no weekends) will be required. Level 4 qualification within Finance is required or equivalent. This position would suit a bright graduate who has completed a Financial Services diploma off their own back

General Responsibilities

  • Part of the advice team and all work carried out as part of a team
  • Servicing of existing clients and conducting meetings with new clients
  • Liaising with paraplanning team
  • Analysing provider and product information and updating database
  • Preparing suitability letters for a full range of products
  • Providing support across the whole of the business
  • Uploading of confidential personal data
  • Checking/amending data spreadsheets to ensure accuracy
  • Speaking with providers/employers to follow up on submissions
  • Liaising with clients setting up new insurance/pension schemes

Skills and Experience Required:

  • MUST be a recent graduate or college leaver
  • MUST have gained a qualification or degree in Financial Services
  • Attention to detail
  • Confident
  • Strong ability to communicate both verbally and via email
  • Able to produce accurate, high quality work in a timely manner
  • Strong numeracy and IT skills, particularly spreadsheets and databases

This is a Full time, permanent position as a Junior Financial Advisor offering a salary of £23,000 - £25,000 P/A (DOE) Working Monday - Friday 9am - 5:30pm plus excellent company benefits

To apply for the position of Junior Financial Advisor then please forward your CV to Adam at Coulter Elite Resourcing.

Between our team we have a wealth of experience and we operate in both the Permanent, Temporary and contract marketplace, covering the following areas: Accounts, Administration, Bi-lingual, Call Centre, Customer Service, Design Engineers, Directors, Warehousing, Distribution, Engineering, Finance, Graduates, Human Resource, Insurance, IT, Legal, Logistics, PR, Media, Purchasing, Reception, Sales, Secretarial, PA, Telesales, Web Design

Coulter Elite Resourcing is an independent recruitment agency based in Peterborough supplying permanent and contract personnel, from office junior through to the highest levels of management both locally and nationally.