Financial Adviser

Financial Adviser

Location: Chester, flexible working may be available.

Salary: Very Competitive & Negotiable

This is an exciting opportunity for a Financial Adviser to join our client’s established, growing, and friendly team. Our client is looking for a high calibre Diploma-Qualified Financial Adviser who is working towards Chartered Status.  They provide Funded Support and Guidance to reach Chartered Status as a Financial Planner.

This is a role for a customer-focused, ambitious candidate who can demonstrate commitment and strong attention to detail.  Paraplanning, admin, marketing support and leads are provided, with existing clients to service. You will also be expected to generate your own leads.

The Job Role:

• Understanding clients’ financial requirements and objectives and creating investment plans.
• Researching and explaining a range of financial products to help clients to make informed decisions.
• Analysing data with a high level of accuracy.
• Managing client details on the database.
• Adhering to and keeping up to date with financial regulations and trends.
• Managing client and prospect enquiries with professionalism and discretion.
• Generating new business from your own network and supplied leads.
• Continuing professional development and adhering to their strong brand and ethics.

Skills, experience and qualifications:

• Diploma-Qualified level 4 Financial Adviser with minimum 2 years’ experience
• Working towards Competent Adviser Status (CAS)
• Experience with Pension, Retirement Planning, Inheritance Tax Planning advice
• Strong Communication Skills both verbally and written
• A Customer Focus approach to your workload
• Ability to meet and exceed targets.

Benefits and culture:

• Open to negotiation dependent on skills and experience.
• Reward structure for delivering great client outcomes.
• 20 days holiday + bank holidays, pension scheme, excellent working environment, well-established and growing company.
• Monday to Friday 9am – 5.30pm
• Office based Role but flexibility may be available
• Support and encourage all staff in their professional development and will fund CII study material and CII examination costs towards industry recognised qualifications.
   

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Additional Resources are an Employment Business and an Employment Agency as defined within The Conduct of Employment Agencies & Employment Businesses Regulations 2003.