Financial Advisor

Posted 4 April by Interaction Recruitment Easy Apply

I am working with an independent business based in Peterborough who are seeking a Financial Advisor to take on a warm and growing portfolio of clients. You will specialise within investments and financial planning. We are seeking a generalist who can add value to a large client base, someone who is keen to further develop their career and earnings. The position will include travel across the midlands, office and home based. Key tasks will include;

Meeting clients face to face

Conducting in-depth financial reviews

Analysis of information to provide clients with advice in regards to products and service

Keeping up to date within financial products

Producing financial reports

Advising clients on legislation and products which may affect their savings and investments

We are seeking an experience hire, someone with proven experience and may be looking to work closer with the business owner, gain a larger and more diverse portfolio or someone looking for a local business where they can work within a team, a company who will work with you to progress your career. You will have;

Excellent communication skills

Research and analytical

Knowledge of financial legislation

Experience within a similar role

Good numeracy and IT skills

Good time management skills

Reference: 34823113

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