Newly Qualified Financial Adviser
Our client is a well established, Independent Financial Adviser and Wealth Management operation based in Taunton. Due to some internal changes and general upturn in business they are looking to recruit an experienced Financial Adviser who is keen to grow and develop their skills. Joining a proficient team, you will have market knowledge and understandingof investment, pension and insurance products and have some experience in client facing situations. You will be working with a firm of accountants, dealing with new referrals and servicing an existing client bank.
Developing relationships will be at the heart of this role, with both new and existing clients, ensuring that they receive the highest levels of service and providing them with solutions in the fields of investments, tax planning and retirement planning. Robust client building is key and you should endeavour to monopolise on referrals and professional connections alike whilst managing your valued and existing customers. Individuality is crucial and you MUST utilise your breadth of experience and knowledge to cover a wide range of products and understand the application of the varying areas. You should be DipFA 4 qualified and a competent CAS in the Financial Services Sector.