Financial Adviser Job
Up to £40,000 + OTE
At a key point in their development my client are based in central Crewe near to the rail station and other key transport routes. Having recently gone through a period of exciting change they are now looking to recruit two financial advisers into their team to assist with driving the business forward. My client is focused on the development of their staff and all staff are treated equally.
The Financial Adviser job
You will be working closely alongside existing colleagues and will play a key role in the development of the business and the company as a whole. It will be expected that you will have experience and knowledge of working within a financial services industry; ideally a minimum of 12 months.
You will be communicating with clients and colleagues at all levels and will therefore have excellent communication skills. Due to the nature of the client’s industry you will at all times be aware of legislation requirements, as well as AML guidelines.
Specific duties will invoice contacting potential clients, obtaining relevant client information, meet SLA targets, ensure recommendations are made, undertake product and market research.
As part of this role you will be expected to obtain and maintain your level of competence through CPD and will ideally have a level 4 qualification and CAS status. You will have a valid SPS Certificate.
This is an exciting opportunity to join a growing organisation with excellent benefits such as working from home, flexible working, PMI and other benefits apply now!
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