Independent Financial Adviser

Our client is a long standing and well-respected provider of financial planning, with offices in the South East and South West of England they have recently opened a new office in Maldon Essex, as such they are currently recruiting a number of Independent Financial Advisers to add to their Essex offering. This is an excellent opportunity for a qualified adviser or level 4 qualified paraplanner looking to move into a self-employed role as full support to generate your own book of clients will be provided. Role & Responsibilities: - Assisting customers with pension & investment products. - Develop a positive relationship with all customers. - Respond to customer enquiries & identify the customer’s needs. - Service existing client bank. - Act in accordance with current regulatory procedures. - The Ideal Person: - You are honest, ethical and always put the needs of your client’s first. - You will have the excellent ability to build rapport. - You will have exceptional customer service skills. - You will be proactive & able to use your initiative. The role could suit an employed adviser looking to make the switch to the self-employed market, an experienced self-employed adviser with an existing client bank already or even a qualified paraplanner looking to step up into an advice role. Please submit your details today and we will be in touch with two working days.