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Independent Financial Adviser/Wealth Management Ad

Ref: : 24049181 (Additional Resources Ltd.)
Location: :

Brighton - South East

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

Independent Financial Adviser/Wealth Management Adviser

Location: Brighton (Work from home with accessible to the office)

Salary: GBP 40,000 - GBP 60,000 performance bonus commission (DOE)

Fantastic Opportunity!

An award-winnining establish Firm who have been in business for over 15 years, are now looking to hire a Diploma-Qualified Financial Adviser who is working towards Chartered Status to join their team.

Financial adviser role responsibilities:

* Prepare sound financial plans to ensure clients meet their financial goals
* Customise financial plans according to clients` changing needs
* Ability to build strong relationships to retain clients
* Ability to manage and maintain a client book.
* Ability to utilise ongoing lead support, Introducers, and gain referrals
* Adhering to and keeping up to date with financial regulations and trends.
* Managing client and prospect enquiries with professionalism and discretion.
* Continuing professional development and adhering to their strong brand and ethics.
* Must have drive and ambitious to earn over GBP 100,000


Skills, experience, and qualifications:

* Diploma-Qualified level 4 Financial Adviser with minimum 1 years` experience
* Proven Track Record
* Strong experience with Pension, Investment and Protection
* Strong Communication, Skills both verbally and written
* A Customer Focus approach to your workload
* Ability to achieve and maintain long term client relationships.


Benefits and culture

* Lead Generation Provided
* Para Planning and Administration Support
* Reward structure for delivering great client outcomes.
* Holiday Pay, Company Pension, Life Insurance
* Monday to Friday role
* Company Events
* A willingness to gain Chartered Financial Adviser Status


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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