Financial Advisor - Client Bank Provided - Lancashire / South Lakes

Financial Advisor | Client Bank Provided | to Negotiable basic + full benefits + bonus 

 

Lancashire & South Lakes

 

An opportunity has arisen within a highly reputable and progressive firm for a Financial Adviser to join one of their practices in Preston to cover the Lancashire and south Lakes area. Responsible of servicing and developing an established client base for new business opportunities by providing holistic financial planning. Full paraplanning, back office and central hub support provided. The successful candidate will be proactive and personable in their approach to advising clients.

 

The successful candidates should have:

 

A proven track record and previous industry experience.

Commitment to providing full financial advice to clients accompanied by the highest level of service

Excellent written and verbal communication skills

A sound technical knowledge across all areas of financial planning

Diploma qualification in Financial Advice

The ability to be involved in business development as well as being responsible for maintaining effective relationships with existing clients

 

This will suit an individual who is looking for fresh challenges and a desire to help build a growing business. The successful candidate will be expected to manage an existing book of business, in addition to being proactive in generating new business, which will be rewarded accordingly.

 

If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV.

 

This is only one of many vacancies we are handling. Advance Search & Selection Ltd is a specialist within Financial Services and Pensions recruitment. Areas of expertise include IFA, Financial Advisors, Paraplanners, Sales Support, Pensions administration, T&C and Compliance roles.