Financial Adviser

West Midlands Region
40000.00 - 70000.00 GBP Annual + GBP40000 - GBP70000/annum Become Chartered - NO cost
11 Apr 2017
26 Apr 2017
Contract Type
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