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Financial Adviser

Ref: : 24033154 (Additional Resources Ltd.)
Location: :

Hoole - North West

Rate: 50K to 60K (Permanent) +
Industries: Financial Services
Functional Areas: Finance

Financial Adviser

Location: Chester, flexible working may be available.

Salary: GBP 35,000- GBP 60,000 Bonus comission (Depending on experience and proven track record)

The role is office based, but flexible working may be considered.

Due to growth, our award-winning financial services client is looking to hire a driven Diploma-Qualified Financial Adviser who is working towards Chartered Status to join their team.

The Job Role:

* Understanding clients` financial requirements and objectives and creating investment plans.
* Researching and explaining a range of financial products to help clients to make informed decisions.
* Analysing data with a high level of accuracy.
* Managing client details on the database.
* Adhering to and keeping up to date with financial regulations and trends.
* Managing client and prospect enquiries with professionalism and discretion.
* Generating new business from your own network and supplied leads.
* Continuing professional development and adhering to their strong brand and ethics.

Skills, experience and qualifications:

* Diploma-Qualified level 4 Financial Adviser with minimum 2 years` experience
* Working towards Competent Adviser Status (CAS)
* Experience with Pension, Retirement Planning, Inheritance Tax Planning advice
* Strong Communication Skills both verbally and written
* A Customer Focus approach to your workload
* Ability to meet and exceed targets.

Benefits and culture:

* Open to negotiation dependent on skills and experience.
* Reward structure for delivering great client outcomes.
* 20 days holiday bank holidays, pension scheme, excellent working environment, well-established and growing company.
* Monday to Friday 9am - 5.30pm
* Office based Role but flexibility may be available
* Support and encourage all staff in their professional development and will fund CII study material and CII examination costs towards industry recognised qualifications.

Important Information: We endeavour to process your personal data in a fair and transparent manner. In applying for this role, Additional Resources will be acting in your best interest and may contact you in relation to the role, either by email, phone or text message. For more information see our Privacy Policy on our website. It is important you are aware of your individual rights and the provisions the company has put in place to protect your data. If you would like further information on the policy or GDPR please contact us.

Additional Resources are an Employment Business and an Employment Agency as defined within The Conduct of Employment Agencies and Employment Businesses Regulations 2003.


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