Financial Advisor
A financial services organisation based in the southwest of England (but offering remote working) is currently recruiting a Financial Advisor to join their team.
Working for a business that has been established for over 25 years’ and offering the chance to become self-employed in the future, this an excellent opportunity for anyone looking to further their career within this field.
Duties will include:
- Advise on all areas of financial planning from mortgages and protection to investment and pensions.
- Review existing financial and protection plans according to clients changing needs
- Maintain and update knowledge of existing regulations, practices and financial products
- Build strong relationships with both existing and new clients to generate business and opportunities
- Create suitability reports and conduct regular financial reviews for clients
The successful candidate will be Level 4 Diploma qualified. Excellent communication and a self-starter attitude are also essential.
Reference: 52498981
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