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Professional Recruitment Ltd
,
Bristol, Bristol
Financial Advisor
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Job Type: Full-time |
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Salary: £40,000 per annum |
Overview
Working for one of Bristol’s award-winning Wealth Managers, this is a role where experience is paramount. Expectation is high and you’ll hit the ground running working alongside the advisory team to provide financial advice to prospective clients provided via leads from the existing Client Bank and the Client Bank’s of Retired IFAs. Effectively working in line with regulation and company compliance, you’ll be providing high quality advice to achieve individual business targets and objectives. Your communication skills must be strong as you’ll carry out an array of fact find meetings, which need to be correctly recorded with a maintained audit trail. There will be some necessary reporting, therefore you’ll need to construct recommended advisory reports and understand selection criteria and work with the Central Investment Proposition. Qualified, Level 4 (or equivalent) working towards Chartered with a minimum of 3-5 years advisory experience is a MUST. You’ll demonstrate a strong work ethic and be communicative across all levels and display competent and compliant behaviour throughout, whilst fully understanding the company’s advisory process and uphold its confidentiality at all times. This is a company offering huge career prospects and with a great bonus to match. What are you waiting for?