If you are a qualified Financial Advisor, with a passion for outstanding financial advice and values exceptional customer service, the we are looking for you to join our client, a well-established firm, proudly serving clients for over 20 years. Based in the heart of Cheshire, they are expanding their team and seeking passionate individuals like you.
With a flow of pre-qualified leads provided, access to admin support and the ability to work flexibly, they can help you take your career to the next level.
Role and Responsibilities of the Financial Advisor:
* Engage with clients to understand their circumstances and requirements.
* Provide expert financial advice and outstanding customer service to a wide range of clients.
* Build and maintain strong relationships with clients to continue to grow referrals and increase business.
Required Skills for the Financial Advisor:
* DipFA Level 4 or equivalent qualification.
* Preferable some experience of giving financial advice, but will consider those coming from a mortgage or protection advice background.
* Customer service focused.
* Based in or around Chester or the Northwest. May consider those from further afield.
Benefits for the Financial Advisor:
1. Pre-Qualified Leads: Access to pre-qualifi...