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15 days ago
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Independent Financial Advisor - Scunthorpe Doncas


Additional Resources Ltd
Salary:
Location: East Midlands
Job type: Permanent
Contact: Jean
Category: Finance Office Jobs
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Independent Financial Advisor - Scunthorpe, Doncaster, Gainsborough and Goole

Salary: Competitive DOE

Benefits: Excellent performance related bonus structure

Key Words - Financial Advisor, Independent Financial Advisor, Financial Services

The Company
Our client is the largest Independent Financial Services firm in North and North East Lincolnshire, due to continued growth they are looking to appoint a dynamic individual to join their team to help further grow their business in this area.

The Role
This role will suit an individual with a strong track record as an Adviser ideally gained within a professional practice with experience of dealing with high net worth clients across all aspects of their financial planning and wealth management needs.
You will join a great, friendly team with loyal clients who expect and appreciate professional financial advice.

Responsibilities:
Provide excellent financial planning service to new and existing high net worth client
Work with existing clients and build your own portfolio of clients which can be assisted by networking and marketing events.
Meet with new and existing clients for reviews and explain the service whilst taking them through the financial planning process.
Paraplanning and administration support is provided
To maintain and grow the professional brand and image of the Company.

Key Skills
The ideal candidate will have ambition and determination to do their utmost to ensure clients have the best service and expertise.
You will ideally be Chartered, or moving towards Chartered.
Articulate, well-educated and highly presentable
The ability and experience to conduct and control meetings with high profile clients and their professional advisers
To act at all times in accordance with the appropriate regulatory body
To be computer literate, experience with IRESS/Adviser Office software is advantageous

Key Words - Financial Advisor, Independent Financial Advisor, Financial Services

Additional Resources are an Employment Business and an Employment Agency as defined within The Conduct of Employment Agencies & Employment Businesses Regulations 2003.
Independent Financial Advisor - Scunthorpe, Doncaster, Gainsborough and Goole

Salary: Competitive DOE

Benefits: Excellent performance related bonus structure

Key Words - Financial Advisor, Independent Financial Advisor, Financial Services

The Company
Our client is the largest Independent Financial Services firm in North and North East Lincolnshire, due to continued growth they are looking to appoint a dynamic individual to join their team to help further grow their business in this area.

The Role
This role will suit an individual with a strong track record as an Adviser ideally gained within a professional practice with experience of dealing with high net worth clients across all aspects of their financial planning and wealth management needs.
You will join a great, friendly team with loyal clients who expect and appreciate professional financial advice.

Responsibilities:
Provide excellent financial planning service to new and existing high net worth client
Work with existing clients and build your own portfolio of clients which can be assisted by networking and marketing events.
Meet with new and existing clients for reviews and explain the service whilst taking them through the financial planning process.
Paraplanning and administration support is provided
To maintain and grow the professional brand and image of the Company.

Key Skills
The ideal candidate will have ambition and determination to do their utmost to ensure clients have the best service and expertise.
You will ideally be Chartered, or moving towards Chartered.
Articulate, well-educated and highly presentable
The ability and experience to conduct and control meetings with high profile clients and their professional advisers
To act at all times in accordance with the appropriate regulatory body
To be computer literate, experience with IRESS/Adviser Office software is advantageous

Key Words - Financial Advisor, Independent Financial Advisor, Financial Services

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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