Our client is looking to recruit a Financial Adviser to help their clients to make effective financial decisions within a framework of industry regulations,
You will be based at their office in Wroxham meeting clients there and going out to meet clients at their homes if they prefer.
You will be taking time to really get to know each and every client well, enabling you to select the most suitable financial solutions for them from the marketplace as a whole.
You will be responsible for handling incoming enquiries made to their offices and generating new clients proactively.
You should be a good team worker but at the same time, a highly self-motivated person with a genuine commitment to do only what is best for their clients.
Skills and Experience
A good communicator
You must have a proven track record in delivering a service that exceeds expectations.
This role requires you to hold a level 4 qualification.
Candidates must hold a current clean driving licence.
Whilst not essential, an existing client book would be an advantage for this role
Additional Resources are an Employment Business and an Employment Agency as defined within The Conduct of Employment Agencies & Employment Businesses Regulations 2003.