Are you a seasoned Financial Advisor with a Level 4 Diploma, eager for a fresh challenge? We have an exciting opportunity with a well-established company that's been thriving for over 30 years. Our clients are looking to expand their team with a dedicated and passionate professional with Leads and Full Admin Support provided.
Working hours:
* As a Financial Advisor, you'll be required to work Monday to Friday
* Hybrid working with minimum 2 days in office.
The successful Financial Advisor will be offered:
* £45,000 basic
* OTE £50,000 – £100,000
* Bonuses
* Career Progression
* Full Compliance and admin support provided.
* Existing Clients to service
* Healthcare
Financial Advisor requirements:
* Level 4 Diploma
* Excellent communicator with an exceptional grasp of the English Language; both written and spoken.
* Strong computer literacy with exceptional attention to detail.
* You will be highly self-motivated and offer exceptional customer service
As a Financial Advisor, your role will involve the following:
* Dealing with an existing client bank
* Analyse information and liaise with internal support to prepare recommendations best suited to individual clients' requirements and review financial reports.
* Researching an approved panel of product providers and providing clients with information on new and existing products and services.
* Commercial awareness: keeping up to date with financial products and legislation as well as ensuring your technical knowledge is maintained.
* Develop and maintain client relationships
* Continuous development of a client bank and maximising opportunities ensuring profitable relationships are built.