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Financial Adviser

Posted 13 February by AC Financial Recruitment Featured Ended

Our client is an established firm of financial advisers of over 30 years standing, based in Chelmsford. They are looking for a financial adviser with at least two years' experience to join their team of highly qualified advisers. Working alongside the advisory team, you will provide financial advice to prospective clients, working to individual targets within corporate objectives.

Main responsibilities:
- Contacting prospective clients from identified leads
- Carrying our detailed fact finds
- Preparing advisory reports and presenting financial solutions
- Maintaining compliant and competent behaviour at all times

The successful candidate is likely to be Level 4 qualified and working towards Chartered Financial Planner qualification. You will be a confident communicator and presenter, with the motivation to deliver business results. You will be a strong team player and committed to develop the necessary skills and knowledge to succeed.

An excellent opportunity to develop your career within a reputable financial operation.

Required skills

  • Financial Planning
  • IFA
  • Financial Advisor
  • CII
  • Financial Adviser

Reference: 34462955

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