Financial Advisor

Posted 18 April by Ashley Rees Associates
Easy Apply
£37,000 - £45,000 per annum
South West England , England
Permanent, full-time
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Posted by Ashley Rees Associates

A financial services organisation based in the southwest of England (but offering remote working) is currently recruiting a Financial Advisor to join their team.

Working for a business that has been established for over 25 years’ and offering the chance to become self-employed in the future, this an excellent opportunity for anyone looking to further their career within this field.

Duties will include:

  • Advise on all areas of financial planning from mortgages and protection to investment and pensions.
  • Review existing financial and protection plans according to clients changing needs
  • Maintain and update knowledge of existing regulations, practices and financial products
  • Build strong relationships with both existing and new clients to generate business and opportunities
  • Create suitability reports and conduct regular financial reviews for clients

The successful candidate will be Level 4 Diploma qualified. Excellent communication and a self-starter attitude are also essential.

Reference: 52498981

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