Financial Adviser

Recruiter
Anonymous
Location
West Midlands Region
Salary
40000.00 - 70000.00 GBP Annual + GBP40000 - GBP70000/annum Become Chartered - NO cost
Posted
11 Apr 2017
Closes
26 Apr 2017
Category
Accounting
Function
Consultant
Contract Type
Permanent
Hours
Full Time
IFA (Independent Financial Adviser)
Competitive Salary
Opportunity to become Chartered at NO COST !
East Midlands location

Premier Recruitment Solutions are seeking a dynamic and outgoing professional to join one of their clients as a Financial Adviser who can hit the ground running!

With support in the form of leads from the client, they are not promising to fill your diary. 60% of your written business must come from self-generated leads.

We need you to be well driven and want to grow with the company. You will also be an excellent and confident communicator with a positive attitude along with the ability to work on your own initiative.

Key Responsibilities:

• Contacting clients and setting up meetings, either within an office environment or in clients' homes or business premises
• Conducting in-depth reviews of clients' financial circumstances, current provision and future aims
• Analyzing information and preparing plans best suited to individual clients' requirements
• Completing risk analyses
• Researching the marketplace and providing clients with information on new and existing products and services
• Designing financial strategies
• Assisting clients to make informed decisions
• Researching information from various sources, including providers of financial products
• Reviewing and responding to clients changing needs and financial circumstances
• Promoting and selling financial products to meet given or negotiated sales targets
• Liaising with head office and financial services providers
• Communicating with other professionals, such as estate agents, solicitors and accountants
• Keeping up to date with financial products and legislation
• Producing financial reports
• Contacting clients with news of new financial products or changes to legislation that may affect their savings and investments
• Meeting the regulatory aspects of the role, e.g. requirements for disclosure, costs of the services provided and also the advised products

What you need to have to be considered:

• Diploma level or above
• Current SPS or at least within the past 6 months
• An existing client bank (preferable but not essential)
• Minimum of 5 years' experience selling investments

If you are interested in our position, please send your CV to Jennifer at Premier Recruitment Solutions and we will be in contact with you