Financial Adviser

Posted 25 October by 24/7 Recruitment
Easy Apply

Our Wakefield based Wealth Management client is looking to expand their team.

Spending a lot of time analysing their clients goals, objectives and researching and assessing their existing products.

    Provide financial planning support to clients
    Support investment professionals to cultivate client relationships
    Prepare financial plans and check their accuracy
    Respond to prospective customer queries about financial planning
    Assist in the development plans for the company
      Offer subject matter expertise to fellow Financial

Advisers

    Maintain awareness of latest legislative changes that may affect financial planning
      WEALTH
      • We will review the risk associated with your products
      • We will assess as to whether your current arrangements meet your needs and aspirations
      • We will review the tax efficiency of your existing arrangements
      • We will review the current fund choice and performance of your products.
      • We will assess the current charging structure of your wealth products.

INSURANCE AND MORTGAGE

    • We will assess as to whether your current arrangements meet your needs and goals
    • We will review the cost effectiveness of your current arrangements: (Can we save you money)?

We are looking for Financial Advisers with:

    Ideally a minimum of 5 years industry experience as a Financial Adviser

DipFACFP

    designation
    Bachelor’s Degree in Finance or related field
      Experience managing assets under management (

AUM

    )
    Possess strong knowledge of the investment business and strong understanding of financial planning concepts
    Experience with financial planning software
    Excellent computer, interpersonal and communication skills
      Being specialists in wealth management, insurance and mortgages we are looking for Financial Adviser's to join our exponential growth.
    We offer self employed and permanent contracts.
      Packages range from

£50k

      PA -

£200k

    PA

Required skills

  • Financial Planning
  • Financial Services
  • Insurance
  • Mortgage Advisor
  • Wealth Management

Reference: 35778209

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