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Badger Associates
,
London, Greater London
Financial Advisor
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Job Type: Full-time |
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Salary: £45k - 50k per year + Bonus |
Overview
Financial Advisor - London EC1 - £50k pa bonus We are working with a new, innovative company providing online financial, legal, and accounting advisory services to UK retail clients with the intention of quickly becoming a market leader. The company is run by a team of financial and technology specialists from its London headquarters. Right now, they are looking for experienced Financial Advisers to join the team to help build an exciting business by bringing a high-quality, cost-effective service to clients. For candidates who have strong management skills, we are happy to provide the opportunity to become a Team Lead or even progress to the role of Chief Investment Officer. The Role: Servicing new and existing clients via video chat and by phone, leads are provided by the company. Participate in Investment Committee. Communicate with Paraplanners and Administrators. Provide client and personal feedback to Management Team on platform features and functionality. Requirements: Minimum QCF Level 4 recognised by FCA to be approved as a retail financial adviser; a mortgage qualification on top of this would be a big advantage. Minimum of 3 years' experience as a Financial Adviser. A proven track record through successful past performance in advisory roles. The skill of remote communication with clients via telephone, Skype, or similar tools. Excellent technical/product knowledge. Ability to communicate effectively with other team members, other advisers, paraplanners, and administrators. Advantage will be given to candidates with the existing client base they could migrate . Rewards: Full support (marketing, admin, compliance, and paraplanning) Competitive basic salary (£45k-£50K) performance bonus Opportunity for quick career growth Option to work from home if required