Job Description
Financial Adviser
Chester
£35,000 + Bonus (OTE's £80,000)
My client is seeking an experienced Financial Advisor to ensure clients are provided with the best financial advice journey with the aim of building long lasting relationships whilst contributing to the growth and profitability of the team.
Diploma qualified in financial planning is mandatory and ideally a minimum of 12 months holistic financial planning to clients.
* Work with the existing in-house team, including administrators and paraplanners, to service the existing clients and help develop the business in the future.
* Offer expert advice on suitable investments, private pensions, and tax planning and provides a valuable service to clients and companies across the UK
* Provide customers with accurate information and bespoke deals that will enable them to make an educated choice that suits their specific requirements (mixture of telephone & face to face)
* Maintain transparent financial and contract details and liaise with service providers.
* Contacting clients and setting up meetings, either within an office environment or in clients' homes or business premises
* Conducting in-depth reviews of clients' financial circumstances, current provision and future aims, analysing information and preparing plans best suited to individual clients' requirements
* Completing risk analyses, researching the marketplace and providing...