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Financial Advisor

Posted 6 February by SF Group Easy Apply Ended

SF Group are looking to employ a highly professional and motivated Financial Advisor who is already Level 4 qualified. Our client will help support and train the successful candidate.

The Financial Advisor will benefit from an in-house client bank as well as the potential to earn an equity stake in the company over time.

Your tasks will vary depending on your role but 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

Salary and Benefits:

  • Salaries at trainee advisor level range from £22,000 to £30,000
  • Qualified financial advisers can earn between £30,000 and £45,000
  • The successful candidate will also benefit from a car allowance, mobile phone, laptop, and after a qualifying period of 6 months will also be entitled to medical insurance. The successful candidate will also have the potential to earn regular bonuses

Reference: 34410411

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