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Financial Adviser

Posted 2 February by Mploy Staffing Solutions Easy Apply Ended

Our award winning client based in Christchurch is looking for financial sales advisers to join a close knit teams of sales advisers and paraplanners.

You will use an approved advice process to research, recommend and arrange insurance products for clients and to continue to build a long-term relationship with your clients to ensure that you are meeting their continuous ongoing needs.

Key responsibilities:

  • To provide exceptional Client service building long term relationships
  • Follow approved network and FCA advice process guidelines.
  • Awareness of the relevant legislation governing the regulation of products
  • To work towards the company compliance standards and professional development scheme
  • Talking to clients about their current finances and future plans
  • Explaining details of products to clients
  • Preparing clear recommendations
  • Negotiating with providers of financial products
  • Keeping clients regularly updated about their investments
  • Keeping up to date with new products and changes in the law.


  • Decision making skills.
  • Good organisational skills.
  • Able to work to demanding deadline.
  • Ability to deal with complex customer queries.
  • Good planning and organisational skills with the ability to manage own workload and prioritise tasks.
  • Attention to detail.

This is a fantastic opportunity to join a rapidly growing company.

Salary depending of experience + benefits

Apply Now for more information

Reference: 34384752

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