Financial Advisor

Posted 8 November by Cathedral Appointments Ltd
Easy Apply Ending soon

Fantastic opportunity for a level 4 qualified Financial Advisor to join my clients growing team in Okehampton. This is an employed role and will involve looking after the clients growing client base. All targets are set and measured on a quarterly basis.

Requirements of this role include:

  • Working with the company’s existing client portfolio and introductions made by the related practice, whilst also generating revenue through other networking and referrals.

  • you will deliver advice across the full spectrum of financial planning including life cover, income protection, Retirement, Investments and pension planning.

Responsibilities of this role include:

  • A fully qualified level 4 Financial Advisor

  • A background in a banking environment would be of interest

  • Willingness to learn how to risk profile, asset allocate and fund pick

  • The ability to accept responsibility for each performance statement and the capability of discussing market movements with the client

  • Transport and driving license is essential

  • Great at building relationships with clients

  • Flexible and adaptable

  • Professional, organised and have a great ethic

  • Confident and resilient

My client is a small, local, firm that is growing rapidly. This is an opportunity to join a growing and dynamic firm of financial advisors focused on the doing the right thing with each client. If you are interested in finding out more about this opportunity please call Jo Howell at Cathedral Appointments to find out more!

Required skills

  • Advice
  • Appointments
  • Banking
  • Revenue
  • Risk

Reference: 33163859

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