Financial Advisor

Posted 21 September by Flowers Associates

AH137

Role: Qualified CII Financial Advisor

Location: Leicester

Salary: Neg. + Bonus - Car Allow, Mobile, Laptop, Private Medical, Generous Pension

Our client is a well-respected Investment Company and due to the continued expansion of their business they are looking to employ a highly professional and motivated Qualified Financial Advisor to join their successful team.

As a Financial Advisor your tasks will typically involve:

  • contacting clients and setting up meetings, either within an office environment or in clients' homes or business premises
  • conducting in-depth reviews of clients' financial circumstances, current provision and future aims
  • analysing information and preparing plans best suited to individual clients' requirements
  • completing risk analyses
  • researching the marketplace and providing clients with information on new and existing products and services
  • designing financial strategies
  • assisting clients to make informed decisions
  • researching information from various sources, including providers of financial products
  • reviewing and responding to clients changing needs and financial circumstances
  • promoting and selling financial products to meet given or negotiated sales targets
  • communicating with other professionals, such as estate agents, solicitors and accountants
  • keeping up to date with financial products and legislation
  • producing financial reports
  • contacting clients with news of new financial products or changes to legislation that may affect their savings and investments
  • meeting the regulatory aspects of the role, e.g. requirements for disclosure, costs of the services provided and also the advised products.

Qualifications

  • Minimum of Level 4 CII or equivalent

As a Financial Advisor you will need to show evidence of the following:

  • excellent communication, interpersonal and listening skills
  • the capability to explain complex information simply and clearly
  • the ability to network and establish relationships with clients
  • research and analytical skills
  • negotiation and influencing skills as well as determination and tenacity
  • the ability to work in a team
  • time management skills
  • customer service skills
  • self-motivation and organisation
  • a good level of numeracy and IT skills
  • a target-driven mindset
  • a flexible approach to work
  • decision-making skills
  • discretion and an understanding of the need for client confidentiality
  • an ethical and professional approach to work.

A full driving license and own car is essential

Reference: 33363082

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