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Clear IT Recruitment Limited
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Milton Keynes, Buckinghamshire
Financial Adviser
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Job Type: Full-time |
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Salary: £45,000 per annum |
Overview
My client, a Financial Advisory Firm based in Milton Keynes are seeking a Financial Advisor to join their expanding group. Specific Responsibilities: • Provide strategic advice across a variety of financial products and services (Pensions, Investments & Savings, Protection) • Assess clients’ 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: • Experience as a Financial Adviser or other 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 • Enthusiasm and willingness to assist clients • Ability to manage own workload • Flexibility/adaptability to cope with change • Full driving licence and own car essential Critical Knowledge required: • Knowledge of FCA rules relating to the financial advice process • Working knowledge of compliance • Knowledge of the current marketplace Should you have any questions or wish to apply please do not hesitate to contact Clear IT Recruitment Limited. Please Note: Due to the number of applications we receive we may be unable to respond to every application directly. If you have not heard from us within 3 working days, please assume your application has been unsuccessful.