Employed Adviser….client base provided
Basic £40,000 plus benefits (OTE £60,000 plus)
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.
Your tasks will vary depending on your specific role but will typically involve:
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.