Employed Adviser….client base provided

  • Reward Recruitment
  • Lancashire, UK
  • Sep 14, 2019
Full time Banking Finance

Job Description

Employed Adviser….client base provided

Lancashire

Basic £40,000 plus benefits (OTE £60,000 plus)

Job Summary:

Our client is seeking a professional Financial Adviser, who can offer expert advice on suitable investments, private pensions, tax planning and insurance products. This is an excellent opportunity for someone who is looking to provide a valuable client centric service, of which our client is able to support them by offering an established client base.

Full Responsibilities:

Your tasks will vary depending on your specific role but will typically involve:

  • Contacting clients and setting up meetings, either within an office environment or in clients' homes or business premises
  • Conducting in-depth reviews of clients' financial circumstances, current provision and future aims
  • Analysing information and preparing plans best suited to individual clients' requirements
  • completing risk analyses
  • Researching the marketplace and providing clients with information on new and existing products and services
  • Designing financial strategies
  • Assisting clients to make informed decisions
  • Researching information from various sources, including providers of financial products
  • Reviewing and responding to clients changing needs and financial circumstances
  • Promoting and selling financial products to meet given or negotiated sales targets
  • Negotiating with product suppliers for the best possible rates
  • Liaising with head office and financial services providers
  • Communicating with other professionals, such as estate agents, solicitors and valuers
  • Keeping up to date with financial products and legislation
  • Producing financial reports
  • Contacting clients with news of new financial products or changes to legislation that may affect their savings and investments
  • Meeting the regulatory aspects of the role, e.g. requirements for disclosure, costs of the services provided and also the advised products.

Required Education, Skills and Qualifications:

A professional financial adviser, who can offer expert advice on suitable investments, private pensions, and tax planning and provides a valuable service to clients and companies.
The principal function is to provide customers with accurate information and bespoke deals that will enable them to make an educated choice that suits their specific requirements. This role will require a mix of telephone and face to face advice. Job incumbents need to maintain transparent financial and contract details and liaise with service providers.
Ideally Chartered qualified (will consider Diploma) in Financial Planning is mandatory for candidates. Job holders need to be self-motivated and numeric and have good communication and organisational skills. Working independently as self-employed or under their own companies.

How to Apply:

To apply please send your CV to Stuart Jeal at Reward Recruitment Limited or contact Stuart for a discreet and confidential chat.