Financial Advisor - Poole - GBP40,000+ Depending On Experience

40000.00 - 40000.00 GBP Annual + GBP40000/annum benefits
16 Jun 2017
24 Jun 2017
Contract Type
Full Time
Financial Advisor - Poole - GBP40,000+ Depending on experience, plus benefits

Our client, a successful client based in Poole, are currently seeking an experienced Financial Advisor to come on board. This is an exciting opportunity to join their growing business, as it goes through new expansion and positive changes.

As the Financial Advisor, you will advise clients on financial plans, utilising knowledge of tax and investment strategies, securities, insurance, pension plans, and real estate.

Your duties will include:
??Assessing clients' assets, liabilities, cash flow, insurance coverage, tax status, and financial objectives to establish investment strategies
??Build and maintain own client base, keeping current client plans up-to-date and recruiting new clients on an ongoing basis
??Contact clients periodically to determine if there have been changes in their financial status
??Explain and document for clients the types of services that are to be provided, and the responsibilities to be taken by the personal financial advisor
??Guide clients in the gathering of information such as bank account records, income tax returns, life and disability insurance records, pension plan information, and wills
??Implement financial planning recommendations, or refer clients to someone who can assist them with plan implementation
??Interview clients to determine their current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance, and other information needed to develop a financial plan
??Monitor financial market trends to ensure that plans are effective, and to identify any necessary updates
??Prepare and interpret for client's information such as investment performance reports, financial document summaries, and income projections
??Recommend strategies clients can use to achieve their financial goals and objectives, including specific recommendations in such areas as cash management, insurance coverage, investment planning, retirement planning and estate/inheritance tax planning
??Research and investigate available investment opportunities to determine whether they fit into financial plans
??Meet the regulatory aspects of the role, e.g. requirements for disclosure, costs of the services provided and also the advised products
??Develop new sources of professional lead generation
??Work with the support team in delivering a service to clients which adheres to the company's service ideals
??To assist in the setup of the staff benefit scheme for providing Financial Advice to staff
??To provide Financial Advice to staff within the agreed compliant framework

Experience required:
??A minimum of 5 years' experience as a Financial Adviser
??Full Competent Adviser Status (CAS) held Statement of Professional Standing within last 3 months
??In-depth knowledge of financial services industry/products
??Understanding of FCA regulation
??Previous experience of working in a Wealth Management environment
??Experience of using wrap and platform providers
??Having achieved chartered status or working towards it
??Bank of existing clients

Benefits include:
Salary GBP40K + depending on experience, qualifications and client bank
Bonus scheme uncapped
22 days holiday + BHs increasing to 24 after 3 years and 27 after 5 years.
3% pension
Hours are 37.5 each week from 8.30am - 5pm
Free parking on site
Mobile phone
Business related travel expenses
Perkbox is provided - full access to taste card, free RAC, free mobile phone insurance, discounts off of lots of high streets, holidays etc
Opportunity to purchase 2 days' extra holiday a year
Study sponsorship both financially and in time
Childcare vouchers

For more information, please contact Hannah Darby on the Office and Commercial team at Bond Williams Professional Recruitment.

Bond Williams Professional Recruitment are an equal opportunity employer and operate as an Employment Business and Recruitment Agency