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Permanent

Financial Advisor

Olney
money-bag 50000.00-50000.00 Annual
3085438772
Posted Today

Job RoleAn exciting new opportunity has just arisen with our client who are a Tax and Wealth Management company. They are now looking to recruit a new member for their Financial Planning team. The business has a reputation for vastly increasing a Financial Advisor''s earnings, production levels and profitability. Working closely on investment, pension, and estate planning, as well as providing small businesses with pension/protection advice. This business is looking to grow even further. They are looking for longevity and are willing to invest in the successful candidate to make sure the employee feels valued and can grow within the business.Key responsibilitiesServicing an existing client bank and generating new opportunitiesBe able to assess clients'' financial circumstances, understand their needs and develop a comprehensive financial plan, and have the knowledge and expertise to advise on complex mattersStrong communicator and relationship managerCommitted to ongoing personal and professional developmentA candidate that has a ''go to'' attitude and able to self-generate own business leadsAble to build strong relationships with both the clients and the team you will be working with.Keep up to date with financial products and legislation and comply with all industry rules and regulations.EssentialExperience as a Financial advisor (Wealth Management)The equivalent of a level 4 diploma in financial planning and experience in giving pension and investment adviceLooking to ..... full job details .....

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