Reference:
VAC-78
Sector:
IFA/Independent Adviser, Financial Adviser
Salary:
£55,000 to £75,000 Per Annum
Benefits:
Full benefits
Town/City:
Truro
Contract Type:
Permanent
Financial Advisor | Client Bank Provided | c£70k basic + full benefits + bonus
Truro
An opportunity has arisen within a highly reputable and progressive whole of market company looking for an experienced Financial Adviser to take over an existing quality client bank with remote working, the company provide a dedicated paraplanning and administration team as support.
As a Financial Advisor, you’ll develop relationships with clients, ensuring they receive the highest levels of service and provide them with solutions in investments, protection and retirement planning.
To deliver bespoke solutions to advisory and discretionary clients in all aspects of financial planning. Provide regular financial advice to clients in line with the company’s service proposition. Review and respond to clients' changing financial needs and circumstances. Advise clients on appropriate financial solutions. Undertake reviews of client portfolios and compile annual suitability reports. Maintain performance, development, awareness of industry and legislative changes, product and technical knowledge to maintain 'Competent Adviser Status' Minimum qualification is Level 4, ideally working towards Level 6.
This would suit Financial Adviser who is a natural communicator with a passion for delivering excellent customer service and is now looking to move on and progress their career with a well-established and friendly company.
If you are interested in this or other similar roles, please do not hesitate to get in contact David on 07763 195 069
This is only one of many vacancies we are handling.
Advance Search & Selection Ltd is a specialist within Financial Services recruitment.
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