Financial Advisor - (Must have experience working with education professionals)
Location: Taunton, Hybrid Working
Salary: Basic Salary up to £50,000 DOE with a generous bonus scheme. Achievable OTE of £100k year one and £160k year two onwards.
Are you a Financial Advisor with experience helping education professionals to reach their financial goals.
Are you a forward-thinking individual who would like to join a fully supported team working in an excellent environment based in Taunton? Our client is looking to recruit experienced Financial Advisors helping education professionals to reach their financial goals. There is a clear remuneration structure in place and an opportunity to progress to board level for the right candidate.
Key Responsibilities required Financial Advisor:
Assessing & identifying financial needs for new and existing clients
Conducting product research
Implementing money laundering processes
Providing holistic financial planning services
Conducting lifestyle planning assessments
Presenting financial recommendations to clients
Conducting client financial reviews
Keeping up to date with regulatory changes
Networking with professional partners
Contributing to marketing initiatives
Maintaining an up-to-date Statement of Professional Standing
Participating in ongoing CPD activities
Requirements for the Financial Advisor:
Level 4 qualified (Diploma in Financial Planning)
Experience in an authorised financial ...