Open role
Wealth Financial Advisor
- Aggregated by CV-Library
- Olney, Milton Keynes
- Permanent
- Full Time
- £50,000 - £65,000 Per Annum
Job Description
Job Role
Our client is an established Asset Management company giving independent financial advice, covering savings and investments, business protection, pensions and inheritance tax.
They are looking to recruit an experience Financial Advisor to join their small team.
* Servicing an existing client bank and generating new opportunities
* Be able to assess clients’ financial circumstances, understand their needs and develop a comprehensive financial plan, and have the knowledge and expertise to advise on complex matters
* Strong communicator and relationship manager
* Committed to ongoing personal and professional development
* A candidate that has a ‘go to’ attitude and able to self-generate own business leads
* Able to build strong relationships with both the clients and the team you will be working with.
* Keep up to date with financial products and legislation and comply with all industry rules and regulations.
Essential
* Experience as a Financial advisor (Wealth Management)
* The equivalent of a level 4 diploma in financial planning and experience in giving pension and investment advice
* Looking to progress in their career and become chartered (if not already)
* Needs to be Flexibility/ adaptability to cope with change
* Needs to be computer literate, ideally used the following systems; (but not essential)
Dynamic Planner
Intelligent office
Selecta pension
Benefits
* Uncapped bonus potential
* Pension and death in service benefits after qualifying probation period
* Bonus payable after validation period
* Also, happy to look at self-employed basis
* Hybrid working
Our client is an established Asset Management company giving independent financial advice, covering savings and investments, business protection, pensions and inheritance tax.
They are looking to recruit an experience Financial Advisor to join their small team.
* Servicing an existing client bank and generating new opportunities
* Be able to assess clients’ financial circumstances, understand their needs and develop a comprehensive financial plan, and have the knowledge and expertise to advise on complex matters
* Strong communicator and relationship manager
* Committed to ongoing personal and professional development
* A candidate that has a ‘go to’ attitude and able to self-generate own business leads
* Able to build strong relationships with both the clients and the team you will be working with.
* Keep up to date with financial products and legislation and comply with all industry rules and regulations.
Essential
* Experience as a Financial advisor (Wealth Management)
* The equivalent of a level 4 diploma in financial planning and experience in giving pension and investment advice
* Looking to progress in their career and become chartered (if not already)
* Needs to be Flexibility/ adaptability to cope with change
* Needs to be computer literate, ideally used the following systems; (but not essential)
Dynamic Planner
Intelligent office
Selecta pension
Benefits
* Uncapped bonus potential
* Pension and death in service benefits after qualifying probation period
* Bonus payable after validation period
* Also, happy to look at self-employed basis
* Hybrid working