Financial Consultant

Posted 4 days ago by Jigsaw Recruitment

Senior Financial Consultant / Financial Adviser / IFA based in Leeds, West Yorkshire: This is a fully Employed Position offering a basic salary of £40,000 plus with bonuses taking the OTE to £100k+

Jigsaw Recruitment are working with a well known and respected name within the Financial Services sector. Our client is looking to recruit experienced Financial Advisers who can join their ever growing team of Senior Financial Consultants in Leeds.

The Role:

Working as a Financial Consultant / Financial Adviser (IFA) you will be required to give first class Financial Advice to both new and existing customers. This will be done in a professional and proactive manor which meets or exceeds budgeted revenues. Candidates will adhere to compliance with corporate values as communicated by and agreed with the Branch Head

Full client support, research and Paraplanning service is provided to ensure more emphasis on Advice and less on administrative duties.

Successful Candidates will have:

  • Experience Financial Adviser or Bancassurance Adviser with a Minimum Diploma level 4 qualification
  • Current Competent Adviser Status with experience of giving 'full’ and 'ongoing’ advice
  • Excellent industry and product knowledge
  • Existing contacts and clients in this marketplace would be of advantage to you
  • The Ability to build very 'strong’ customer relationships - regular reviews etc
  • Excellent communication skills both written and verbal

Salary Information: Basic Salary of £40,000 with an OTE of £100,000 plus

Benefits Package:Basic salary with bonus scheme, Mileage allowance, 23+ days holiday and the opportunity to increase with service years, Private Medical Insurance, Company Pension scheme and 4 x death in service

For applicants with specialist pension knowledge and qualifications such as AF3 or G60, our client can provide the opportunity to deliver advice to members of defined benefit schemes. This can assist in building your client bank.

For more information on this vacancy please contact Gavin Meakings at Jigsaw Recruitment or aply via the link

Required skills

  • Financial Planning
  • Financial Services

Application question

Do you meet the above criteria?

Reference: 33834916

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