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Independent Resourcing Consultancy
,
Milton Keynes, Buckinghamshire
Financial Adviser - Fantastic opportunity
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Job Type: Full-time |
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Salary: £45,000 per annum |
Overview
Our client is a progressive and ambitious organisation. This role offers an attractive salary a very competitive bonus structure. You will provide financial advice and make recommendations on how to best meet your clients goals. The ideal candidate will be able to research the marketplace on available products and services, identify customers’ needs, design financial strategies and gain commitment from clients to proceed with your recommendations. The candidate will provide first class financial planning and advice to our clients existing and prospective clients, across the UK. Specific Responsibilities: The key duties of the role are listed below. Due to the nature of the business the role may also include additional responsibilities considered reasonable by the Company. Provide strategic advice across a variety of financial products and services (Pensions, Investments & Savings, Protection) Assess client’s financial circumstances, understand their needs and develop a comprehensive financial plan Make recommendations to clients that meet their goals and ambitions Cultivate the client base and build relationships Keep abreast of new industry developments and research the market to ensure that knowledge is current Keep up to date with financial products and legislation and comply with all industry rules and regulations Experience & Skills: Role holders will be motivated, friendly and professional at all times, and will provide impartial and unbiased advice. Excellent time management is a must to ensure appointments are scheduled with realistic time frames. Experience as a Financial Adviser or relevant experience Accuracy, attention to detail and the ability to explain complex information clearly and simply Qualified to Level 4 Diploma in Financial Planning as a minimum Good knowledge of compliance, TCF, Data Protection Act and Anti-Money Laundering requirements Excellent communication skills and the ability to ask appropriate questions of clients Good analysis skills, money management skills and planning skills Should be enthusiastic and willing to assist clients Ability to manage own workload. Flexibility/ adaptability to cope with change Due to travel, full driving licence and own car is essential. Critical Knowledge required: Knowledge of FCA rules relating to the financial advice process. Working knowledge of Compliance Knowledge of the current market place Please do apply if you feel you are a good fit for this role.