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Independent Financial Advisor

Posted on Jun 5, 2019 by CV-Library

Colchester, Essex, United Kingdom
Call Center & Customer Service
Immediate Start
Annual Salary
Full-Time
A leading Independent Financial Advisors based in Colchester is currently seeking to recruit a professional Financial Adviser / Planner to support their team. This is a fantastic opportunity to join a company that pride themselves on providing a dedicated and trusted service to their clients.

The successful individual will be responsible for providing comprehensive financial advice to clients within FSA guidelines and business’ procedures. You will be required to meet clients to review financial circumstances, current provisions and future aims in order to win new business. You will manage and develop your professional connections and review portfolios.

Skills & Experience Required:

· Proven Financial Advisory / Planning experience, including Life, Health and Income Protection, Investment Planning and Retirement Planning

· A high degree of technical knowledge and thorough understanding of the Financial Services industry and relevant legislation

· Level 4 diploma in Financial planning

· Excellent attention to detail

For further detail on this and other roles please make sure you visit our web-site now or call our team to discuss career opportunities available

Reference: 210166117

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