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Financial Advisor

CV-Library

Posted on Oct 19, 2021 by CV-Library

Olney, Buckinghamshire, United Kingdom
Accountancy
Immediate Start
£35k - £55k Annual
Full-Time
Following an extremely successful period of business, our client is now looking to expand by adding a new member to the Financial Planning team. Working closely on investment, pension, and estate planning, as well as providing small businesses with pension/protection advice. This business is looking to grow even further. They are willing to invest in the successful candidate to make sure the employee feels valued and can grow within the business.
Key responsibilities
• A minimum of 3 years’ experience as a Financial advisor
• Servicing an existing client bank and generating new opportunities
• Be able to assess clients’ financial circumstances, understand their needs and develop a comprehensive financial plan, and have the knowledge and expertise to advise on complex matters
• A candidate that has a ‘go to’ attitude and able to self generate own business leads
• Keep up to date with financial products and legislation and comply with all industry rules
Desirable
• Has previous experience in the financial services sector
• The equivalent of a level 4 diploma in financial planning and experience in giving pension and investment advice
• Looking to progress in their career and become chartered
• Needs to be Flexibility/ adaptability to cope with change
Dynamic Planner
Intelligent office
Selecta pension
Benefits
• Basic salary up to 55K depending on experience
• Paraplanning support will be provided
• Pension and death in service benefits after qualifying probation period
• Bonus payable after validation period
• Also, happy to look at self employed basis
Title – Financial Advisor
Salary - up to 50K
Location Milton Keyes and Olney
Sector - Financial services/ Sales
Following an extremely successful period of business, our client is now looking to expand by adding a new member to the Financial Planning team. Working closely on investment, pension, and estate planning, as well as providing small businesses with pension/protection advice. This business is looking to grow even further. They are willing to invest in the successful candidate to make sure the employee feels valued and can grow within the business.
Key responsibilities
• A minimum of 3 years’ experience as a Financial advisor
• Servicing an existing client bank and generating new opportunities
• Be able to assess clients’ financial circumstances, understand their needs and develop a comprehensive financial plan, and have the knowledge and expertise to advise on complex matters
• A candidate that has a ‘go to’ attitude and able to self generate own business leads
• Keep up to date with financial products and legislation and comply with all industry rules
Desirable
• Has previous experience in the financial services sector
• The equivalent of a level 4 diploma in financial planning and experience in giving pension and investment advice
• Looking to progress in their career and become chartered
• Needs to be Flexibility/ adaptability to cope with change
Dynamic Planner
Intelligent office
Selecta pension
Benefits
• Basic salary up to 50K depending on experience
• Paraplanning support will be provided
• Pension and death in service benefits after qualifying probation period
• Bonus payable after validation period
• Also, happy to look at self employed basis

Reference: 214563911

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