Financial Adviser

Recruiter
Anonymous
Location
United Kingdom
Salary
30000.00 - 50000.00 GBP Annual + GBP30000 - GBP50000/annum commission
Posted
14 Mar 2017
Closes
30 Mar 2017
Category
Accounting
Function
Consultant
Contract Type
Permanent
Hours
Full Time
This is a great opportunity to join an award winning Financial Services organisation.

You will join a team of professionally qualified Private Client Independent Financial Advisers. Offering an independent, personal and proactive advisory service to clients, you will typically provide advice on the full range of financial planning services such as: investments; retirement; tax; education; savings; protection; long term care and mortgage planning.

You will be supported by your own administrator to assist you in your role and will have access to a number of central service functions.

You will provide holistic financial planning to prospective and existing clients, providing professional financial advice to meet customer's needs and objectives. Always acting in a compliant manner, providing excellent customer service and adhering to the Financial Conduct Authority principles of "Treating Customers Fairly".

You will plan and work towards achieving and exceeding individual business targets as agreed with your Senior Manager. This will be achieved via the professional servicing of existing clients as well as identifying and capitalising on opportunities to expand business through, for example, the generation of referrals, running seminars and creating links with local professional introducers.

Skills, experience and qualities required:
High level of confidence and ability with sales and presentational skills
Exceptional interpersonal skills and telephone manner
High quality of personal organisational skills
Ability to work in a team environment
IT literate

It is essential that you have Diploma Level 4 status and previous experience of working as an IFA with a proven track record of meeting annual sales targets. You must also hold a full, UK driving license.

Benefits for you include:
A very generous basic salary, GBP30,000 - GBP50,000 depending on the candidate!
Auto enrolment into a 3% pension scheme, your employer will match this contribution!
Death in service benefit payable at four times your salary
Company car allowance
25 days holiday per year, rising to 27 days after 3 complete year's service then by 1 additional day per year up to a maximum of 30 days
Your birthday off every year!!!

Still reading and want to know more? Click 'Apply' to be considered or give our consultant, Julia a call on (Apply online only). We look forward to hearing from you