Independent Financial Adviser

Recruiter
Anonymous
Location
York
Salary
35000.00 - 45000.00 GBP Annual + GBP35000 - GBP45000/annum flexible benefits, 3% pension contri
Posted
07 Jun 2017
Closes
05 Jul 2017
Category
Accounting
Function
Consultant
Contract Type
Permanent
Hours
Full Time
We are looking for an experienced Independent Financial Advisor to join one of the UK's longest established practitioners. The purpose of this role is to provide holistic financial planning to prospective and existing clients in a compliant manner, providing exceptional client service.

In this role you will be providing professional financial advice to meet customer's needs and objectives using Chase de Vere's defined business standards. You will be planning and working towards achieving business targets and undertaking regular and frequent fact-finding, presentations and servicing review meetings. You will be developing and auctioning an acceptable and effective business plan to a business pipeline and meet your business targets. You will provide excellent client service to your active client bank and provide servicing meetings to ensure you're providing the best service you can.

We are looking for a candidate with a minimum of 2-3 years experience and level 4 FSA qualification. You must have a high level of confidence with sales and presentational skills, with exceptional interpersonal skills and telephone manner. You must have the drive and motivation to deliver business targets and the ability to work in a team environment.

The salary for this role is between GBP35,000- GBP45,000 dependent on experience. There are some excellent benefits available, including 25days holiday which increases up to 30 days with each year of service. There are a range of flexible benefits which include; Private Medical Insurance, Dental Insurance, Childcare Vouchers, Gourmet Society, Critical Illness Cover, Health Screening, Health Cash Plan, Life Assurance. There is also a pension scheme on a 3% employee and 3% employer contribution basis.

For more information please do not hesitate to contact Vicky at Brook Street