5 months ago
Financial Advisor - Leicester
Salary circa £30k with OTE £50K
We are currently working with a very well established financial services company who specialise in providing truly holistic wealth management advice.
They now have an excellent opportunity for an ambitious FINANCIAL ADVISOR to join their highly successful team.
Working from their offices based in Leicester the successful candidate will be assisting with the servicing of an established client base and will be offered a full support service by the Admin Team.
As they predominantly work with NHS doctors, knowledge in final salary (NHS) pensions and pension's annual allowance, and tapered tax calculations is essential.
Also, knowledge on investments, protection and IHT Planning is important. In addition, the role will also include suitability/recommendation report writing, carrying out product research etc. meeting compliant rules and regulations and managing client reviews for the IFA.
Qualified to Diploma Level or working towards Chartered Status.
Experience as a Financial Advisor working with both corporate and private clients.
Salary is negotiable - depending on experience but the successful candidate can expect to receive £30k - £50K
Contributory pension and travel expenses.
Hours of work: 8.30am - 5.00 pm
Additional Resources Ltd is an Employment Business and an Employment Agency as defined within The Conduct of Employment Agencies & Employment Businesses Regulations 2003