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2 months ago
Morgan Radley
Salary: £65000 - £75000 per annum + Benefits
Location: Northamptonshire, Kettering, Towcester, Wellingborough
Job type: Permanent
Contact: Chris Radford (Morgan Radley)
Category: Finance Office Jobs

We are looking for an experienced Financial Advisor to join this very successful Financial Services Group. Having been established for over 30 years, this highly regarded Northamptonshire firm has developed an enviable reputation within the local market, developing a very loyal client bank. Due to recent expansion and increased volumes of clients, it now requires an additional Financial Advisor

As Financial Advisor, you will:

  • Service new and existing clients face to face, via video chat and phone, all leads are provided by the company.
  • Participate in investment committees.
  • Communicate with paraplanners and technical administrators.
  • Provide client and personal feedback to management team on platform features and functionality.

Qualifications & Skills

  • Diploma level qualified, having Chartered status or progression towards this would be advantageous.
  • Minimum of 3 years' experience as a Financial Adviser.
  • A proven track record through successful past performance in advisory roles.
  • Ideally have experience of remote communication with clients.
  • Excellent technical and product knowledge
  • Ability to effectively communicate with another team members, other advisers, paraplanners, administrators.
  • No requirement to bring existing clients.

This is a fantastic opportunity where all leads are provided and set up for you to grow and develop, there is full back office support freeing you up to give holistic advice.
An excellent employed package with basic salary up to £70,000 with high additional bonus potential and benefits is on offer with salaries being reviewed on a very regular basis.

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