A well known name in insurance and financial planning are looking for a successful financial adviser to join their field based team. This particular role covers bedfordshire/bucks
Holding level 4 Diploma in financial planning you will be able to demonstrate a strong track record in financial advice. You will be experienced in running your own diary and prioritising workloads. In addition, you will have excellent attention to detail in every aspect of financial planning. Ideally you will have a track record of working from a portfolio of clients and stakeholders, offering a first class service. Naturally, you will be well used to building relationships and have an ability to encourage referred business from existing clients. As a financial adviser in this role you will be visiting clients in their home or place of work, offering products from the company's comprehensive range including a strong proposition on insurance and investments. Your client base will cover an established region which has historically yielded excellent results, as such you will be able to show strong business results for current and past employers.
The ethos of this company is all about excellent customer service. That's how they've gained their enviable reputation within financial planning and insurance. Anyone joining their team will be expected to demonstrate the same values.
This role comes with a basic salary circa £45,000 plus a car and benefits. This is a performance focused role resulting in a high ote in excess of £70,000 per annum
This is a great opportunity for anyone looking to build a career within a progressive and successful financial services firm
- Financial Advice
- Financial Advisory
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