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Financial Advisor

CV-Library

Posted on Oct 27, 2021 by CV-Library

Kent, United Kingdom
Accountancy
Immediate Start
£55k - £80k Annual
Full-Time
This highly successful and established Financial Services provider / IFA based in central Tunbridge Wells require an experienced Financial Advisor to provide financial planning advice to new and existing clients. Specialising in Investments, Pensions and Retirement planning, previous experience as a Financial Advisor and knowledge of pension and investment products is essential for this role.

You will be given a bank of clients to work with and will also be required to meet new business, recurring income and client retention targets.

Duties

* To provide financial planning advice to new and existing clients

* To respond to enquiries from new and existing clients

* To contact existing individual clients to review arrangements

* To provide advice and make fully compliant recommendations for a range of pension & investment arrangements and individual protection plans

* All advice and recommendations to be provided in accordance with procedures and processes

Skills and Knowledge Required

* Experience of Retirement Planning and Investments needed coupled with industry based qualifications

* IFA experience preferred although this is not essential

* Thorough understanding of Regulatory framework

* Thorough understanding of and expertise in fact finding and needs analysis

* Thorough understanding of the plans, policies and investments that could be recommended to a personal client, including tax treatment and application

* Understanding of information and documentation required to process new business, claims and amendments to existing policies and investments

Benefits

* Base salary of £55K - £60K, plus product related bonus with OTE of £80K

* Flexible Hours

* NEST Pension

* Office based whilst settling in and open to home based working thereafter

Hours are 9.00am – 5.00pm Monday – Friday although this can be flexible based on a 35 hour week.

Can all applicants please apply attaching an up to date CV in Word format

Reference: 215016613

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