Financial Advisor

Posted 10 September by Cavendish Maine Recruitment
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Job Title: Financial Advisor

Location: Chelmsford, Essex

Job Sector: Financial Services

Job Type: Permanent

Salary: Up to £40,000

Job Reference: LS/J020279

About the company:

An award winning and privately owned chartered financial advisor that has been providing independent and tailored advice for 35 years. They have obtained, built and developed clients across the UK who require advice on their Investments & Pension, Estate planning and IHT and Protection. Their passion is to help people to enhance their wealth and improve their standard of living, whilst optimising and securing long term financial stability.

About the role:

Their Chelmsford office is looking for a Financial Advisor to work alongside the advisory team to provide financial advice to prospective clients. All clients and leads are provided.

Key skills/experience required:

  • Record and maintain detailed fact finds.
  • Understand selection criteria and work with Centralised Investment Proposition.
  • Present the financial solution.
  • Display competent and compliant behavior.
  • Maintain and keep client files up to date.
  • Maintain CPD.
  • Travel will be required to meet with clients.

To be considered for the role you must have the diploma in financial planning and ideally be working towards chartered qualifications. You must also hold CAS. You must be a confident and ambitious individual with a competitive approach to business with the drive and motivation required to deliver results. Interpersonal skills are of high importance.

Salary/benefits Information:

This is a full time permanent position paying up to £40,000 per annum with and annual bonus which is related to performance and quality.

Employees are really appreciated and are invited to team lunches, summer days out and Christmas parties. Employees also have the option to auto-enrol and receive PMI, Income protection and Life Insurance and operate the cycle to work scheme.

Footnote

If your application is successful we will contact you to discuss the opportunity in more detail, within 48 hours of receiving your application.

Due to the overwhelming Application response we receive through various sources should you not hear from us within one week then please assume your application has been unsuccessful.

Reference: 35282403

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