Financial Advisor

Posted 9 November by Yolk Recruitment Ltd
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Financial Advisor

The Opportunity

A Financial Services company are looking for a Financial Advisor to join their growing team. They are looking for either someone just qualified and looking to build a career or someone experienced looking to be part of a well-known successful company. If you have the ambition and drive to succeed in developing this department then please get in touch.
The Role

  • You will comply with the Financial Services and Markets Act 2000 and the relevant FCA guidelines at all times
  • Keep up to date with all market knowledge legislation and technical changes along with undertaking sufficient product knowledge
  • Work together with the Financial Advisors to develop the marketing and sales strategies to develop opportunities within the business
  • Attend meetings as and when required by the company
  • You will be responsible for helping to shape, design and deliver a financial planning process
  • All financial planning, reviews and advice will be conducted
  • You will conduct in depth reviews of client’s circumstances to understand their current position, future aims and how these may need to be adapted based on changing needs and circumstances.
  • You will analyse information and present financial plans, recommendations and products that are best suited to individual client’s circumstances.
  • You will design financial planning strategies that are in line with client’s attitude to risk and their financial goals and aims.
  • You will provide an ongoing service to clients with regular reviews to ensure that financial plans and recommendations remain suitable for any change in circumstances.
  • You will work closely with a Paraplanning Team.

Skills / Experience

  • You will have excellent communication, interpersonal and listening skills.
  • You will have the ability to explain complex information clearly and simply.
  • You will have good numeracy and IT skills
  • You will have good customer relationship and service skills
  • You will have a flexible approach to work and be self-motivated

How to Apply

If you believe that you have the skills and experience for the role - then please get in touch. We also offer a referral scheme for any candidates whose details are passed to us that we successfully place. If you have any further questions then please contact Emma Harries.

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Reference: 36579312

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