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Financial Adviser or Trainee (ie qualified FS Paraplanner/Administrator), Shetland

Posted 8 January by Resource Matters Ended

Our Client:

One of the UK’s leading general insurance and financial services companies, We empower and inspire our employees to perform, offer opportunities to grow and we recognise and reward their contribution. They are proud to work for a company that respects them and broader communities, and they trust us to be financially sustainable so we are successful now, and in the future.

The Role

The company is growing and is seeking to appoint a new Financial Adviser covering the Shetland area. They would consider either an experienced, established Financial Adviser, or offer an opportunity to an ambitious paraplanner/FS Administrator who has taken their Diploma qualification and wishes to move into an Adviser role.

Life, Pension and Investment business •Ensure effective working relationships are built and maintained within both third parties and the client base •Adhering to all compliance and regulatory requirements •Ensuring Sales activity is in accordance with the agreed procedures

Person Specification

•Proven success of working in Life Sales •Ability to meet agreed objectives and targets •Ability to develop, implement and monitor business plans to increase sales and to respond promptly and effectively to changes in the market •Understand and prioritise customer needs to deliver a high standard of advice and service

Qualifications

Fully FPC (or equivalent) qualified plus full CAS status, full QCA Level 4 qualification (e.g. CII Diploma in Financial Planning).

Required skills

  • Advice
  • Financial Planning
  • Financial Services
  • Investment
  • Pension

Reference: 33797106

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