Are you a skilled Financial Advisor with a Level 4 Diploma, ready for a new challenge and able to start making an impact immediately? We have an exciting opportunity in Huntingdon with a well-established company seeking to expand its team with a dedicated and passionate professional.
Working hours:
1. Monday to Friday
2. Hybrid working with 1 day a week from home
3. Flexible start times
Benefits:
1. Pension Scheme
2. Generous life and Health Care cover
Financial Advisor requirements:
1. Level 4 Diploma
2. Excellent communicator with an exceptional grasp of the English Language; both written and spoken.
3. Strong computer literacy with exceptional attention to detail.
4. Highly self-motivated and offers exceptional customer service.
Responsibilities:
1. Dealing with an existing client bank.
2. Analyse information and liaise with internal support to prepare recommendations best suited to individual clients' requirements and review financial reports.
3. Researching an approved panel of product providers and providing clients with information on new and existing products and services.
4. Commercial awareness: keeping up to date with financial products and legislation as well as ensuring your technical knowledge is maintained.
5. Develop and maintain client relationships.
6. Continuous development of a client bank and maximising opportunities ensuring profitable relationships are built.
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