Financial Adviser; Junior/Trainee or experienced (Branch Based), St Albans/Chesham

Posted 30 October by Resource Matters
Ending soon

Our client, a well respected and well established name in financial services, is seeking a Financial Adviser to join their branches in St Albans, Chesham and Chalfont (Hertfordshire/Buckinghamshire).

You will hold Diploma Level 4 Financial Services qualification and ideally either currently be a Financial Adviser, or from a Mortgage Adviser/Paraplanner or Banking Advice background (with Diploma Level 4 FS) looking to move your career into a full Financial Advice role.

You can expect a structured training and development programme tailored to your needs.

You will also be eligible for a wide range of company benefits, including Group Personal Pension Plan, Life Cover, a range of preferential employee savings & insurance products, paid course fees to study for a professional qualification (where relevant to the role), Childcare vouchers, etc.

Our client has a track record of putting their customers’ needs first that goes back over a century. They recognise just how important it is to help their customers make long-term financial plans, and are proud to offer comprehensive Financial Advice.

They provide industry leading training and offer a reward structure that recognises your values and contribution including a bonus scheme related to quality of advice and documentation as well as commercial performance.

Main Responsibilities:

As a Financial Adviser, you’ll develop relationships with our customers, ensuring they receive the highest levels of service and provide them with solutions in the fields of investments, inheritance tax and retirement planning

To succeed, you’ll need experience of not just building a customer base, but also of managing valued existing customer relationships.

Your experience of the financial services industry and detailed regulatory knowledge, will ensure you’re able to offer an expert, personalised service for our customers’ life ahead. You will receive quality referrals thanks to the close relationship with branch colleagues and head office.

You’ll need to demonstrate a commercial focus that leads to outcomes that are right for our customers whilst applying clear risk management and quality controls.

The Ideal Candidate:

A natural communicator with a passion for delivering excellent customer service

The ability to maintain strict quality and compliance standards

Flexible and adaptable to change and new technology

You must be level 4 Diploma qualified and hold a current Statement of Professional Standing Certificate.

You must also have previously held Competent Adviser Status within the last 36 months and been working in an advising capacity, achieving business objectives.

Inheritance Tax experience is not essential as training and development will be provided.

If you are looking for an exciting career with a company that offers professional development and truly values it’s colleagues, then this opportunity could be for you.

Required skills

  • Financial Advice
  • Inheritance
  • Retirement
  • Diploma Level 4
  • Financial Adviser

Application questions

Do you hold Diploma Level 4 FS qualification?
Do you have recent/current experience (CAS status within last 36 months) of giving financial advice?

Reference: 34856733

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