Independent Financial Advisor
Posted on Oct 20, 2021 by CV-Library
The successful candidate will provide financial advice & services ranging from Pensions - SSAS & SIPP (incl. property purchase), pension drawdown & transfers & workplace pensions, to investment portfolio advice, estate planning and protection.
The Role & Right Person
The successful candidate will work with an existing Adviser to learn the ropes. You must possess a Level-4 Diploma, have experience with providing all-round financial planning advice to prospective & existing clientele, and demonstrate good technical knowledge, especially with regard to pensions.
As part of a small team, you will be involved in a range of tasks… initially research & report writing as well as dealing with investment portfolio management. Whilst the Financial Adviser will be mainly office-based, you will be expected to visit clients at their place of business or home.
In summary, your role will consist of:
*Being part of a small, efficient financial planning team within a well-established Chartered Accountancy practice,
*Offering an excellent Financial Planning proposition to existing & new clients of the practice, especially in the pensions sector,
*Providing & managing a first-class client service programme,
*Working closely with the accountants, establishing good working relationships & providing their clients with an excellent financial planning service,
*Management of existing investment portfolios & providing appropriate investment advice,
*Product research & selection of the most appropriate products incl. report writing,
*1 direct report: Administrator.
*Appointment Type: Permanent
*Salary: £30,000 - £45,000 per annum, subject to experience (OTE: £50k - 60k)
*Holiday 24 Days + Bank Holidays (Xmas Closure)
*Flexible / remote working arrangements considered in line with the needs of the business
*Comprehensive Benefits incl. Study Support / Leave, Exam Bonuses, Paid Professional Membership Fees, EAP Scheme, Holiday Purchase Scheme, New Business Referral Bonuses, Company Pension PLUS MUCH MORE!!
If you - or someone you might know - are interested & think this opportunity may be suitable, APPLY ONLINE NOW or call Paul Mitchell Associates (quoting our 5-digit job reference) on +44 (phone number removed).
If you do not consent, please DO NOT apply to this vacancy
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