10 months ago
Financial Advisor - Nationwide
Competitive Package Depending on Experience
Our client offers independent financial advice to individual and business clients. They offer expert advice on investment planning, retirement planning, life assurance, and business protection and employee benefit packages. They also offer mortgage advice, including Equity Release.
They require an experienced, ethical and committed financial advisor to help build their success still further. The successful candidate will be able to demonstrate at least 5 years of achievement in this market place and will possess a suitable level of qualification relevant to their development of this role.
A clear understanding of all current compliance issues within this marketplace and an ethical approach to maintaining standards and client service is essential. This will need to be coupled with a tenacious work ethic and a driven approach to building further career success
Responsibilities will include but not be limited to:
Contacting clients and setting up meetings, either within an office environment or in clients' homes or business premises;
Conducting in-depth reviews of clients’ financial circumstances, current provision and future aims;
Analysing information and preparing plans best suited to individual clients' requirements;
Researching the marketplace and providing clients with information on new and existing products and services;
Assisting clients to make informed decisions;
Researching information from various sources, including providers of financial products;
Promoting and selling financial products to meet given or negotiated sales targets;
Negotiating with product suppliers for the best possible rates;
Liaising with head office and financial services providers;
Liaising with other professionals, such as estate agents, solicitors and valuers;
Keeping up to date with financial products and legislation;
Producing financial reports;
Contacting clients with news of new financial products or changes to legislation that may affect their savings and investments;
Meeting the regulatory aspects of the role, e.g. requirements for disclosure, costs of the services provided and also the advised products.
Prior to applying for this opportunity, please ensure your CV details all your relevant experience relevant to the Financial Advisor role
Additional Resources are an Employment Business and an Employment Agency as defined within The Conduct of Employment Agencies & Employment Businesses Regulations 2003.
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