Financial Adviser, Employed

Financial Adviser

St Ives

£30,000 - £45,000 basic plus bonus

Leads provided.

Are you a Financial Adviser looking for an opportunity to further develop as part of a flourishing and exciting firm?

If you’re looking for a positive working culture, a flexible and autonomous role, with leads provided and support from an outstanding business to enable you to build up your skills and reach your full potential, this could be the role you’ve been waiting for.

This is an office-based role, servicing existing clients around the area of St Ives but you will also be working to develop your own client bank and attract new clients. You will be seeing clients remotely, and face-to-face and some travel across the region would be required.

You will benefit from having access to comprehensive administrative support internally and will be part of a top performing team with an outstanding reputation in the market.

What you’ll be getting involved in:

• Delivering an excellent level of service on all areas of financial planning, working with clients to achieve excellent customer outcomes
• Conducting review meetings to understand customer objectives and financial needs
• Develop effective, long term relationships with clients, their families and professional connections
• Work alongside the administration team to analyse information, conduct research, and prepare financial planning reports
• Grow the client bank through effective and consistent business development activities
• Maintain high level of personal development ensuring an up-to-date knowledge of industry trends, regulations, and best practice
• Work effectively with all colleagues to ensure smooth, efficient and value adding client experience
• Ensure a strong compliance culture by applying best practice at all times and working to internal quality standards

The ideal candidate:

• Will be qualified to Diploma Level 4 in Financial Advice
• Will have a minimum of 1 year experience in a Financial Advice role
• Will be passionate about establishing a long-term career in Financial Planning
• Will be driven to keep up to date with industry developments, news and advancements
• Will be energetic and highly motivated with an enquiring mind and passion for excellence
• Will have a positive, driven, and most importantly, customer-centric approach to Financial Advice

This is a role that rarely arises in the industry, for an exceptional firm who have an outstanding reputation and can enable your advancement to become an accomplished and highly regarded industry expert.

If you want to be a part of the exciting evolution of this business, get in touch and don’t delay. Send your CV in application or get in touch for more information.

Synonyms:Financial Advisor, Financial Adviser, Investment Advice, Financial Planner, Wealth Adviser, Financial Planning, Wealth Planning, Pension Planning