Our client is looking to welcome a Financial Adviser into their team in Leicester, to advise clients as appropriate to their circumstances and objectives.
You will be responsible in delivering top quality holistic financial planning advice to a portfolio of retail clients. Other responsibilities may include, but are not limited to:
* provide technical and investment advice on all aspects of client’s requirements and wealth management planning
* create, build and maintain long-term client relationships, through quality of service and advice
* communicate information to clients in a manner appropriate for their level of understanding
* maintain own knowledge of current affairs and the potential impact on client issues
* explain the potential benefits and disadvantages of various products and services recommended to clients
* conduct research and data analysis for both the client and special projects
* keep up to date with all relevant regulations, legislation, policies and procedures relevant to the role
* adhere to compliance procedures and comply with the regulations of the Financial Conduct Authority (FCA)
* adopt an open, honest approach and deal with all aspect client affairs with integrity
The successful applicants will:
* have a Level 4 Diploma in Financial Planning
* have a minimum of 2 years’ experience in a Financial Adviser capacity
* have strong understanding of the full range of pensions and wealth management planning solutions
* be highly driven, self-motivated, have high initiative and be a good team player
* be able to research, analyse and interpret a diverse range of highly technical information
* possess excellent communication and negotiation skills
* have excellent literacy, numeracy, and IT skills
* be able to convey complex information to a wide variety of people with various levels of understanding both written and verbally
* have an ethical and professional approach to work
Qualification requirements
We expect an individual in this role to hold the following qualifications:
- The minimum level is “level 4” Diploma with the aim of achieving Chartered status