Job Description
Job Role
Our client is an established Asset Management company giving independent financial advice, covering savings and investments, business protection, pensions and inheritance tax.
They are looking to recruit an experience Financial Advisor to join their small team.
* Servicing an existing client bank and generating new opportunities
* Be able to assess clients’ financial circumstances, understand their needs and develop a comprehensive financial plan, and have the knowledge and expertise to advise on complex matters
* Strong communicator and relationship manager
* Committed to ongoing personal and professional development
* A candidate that has a ‘go to’ attitude and able to self-generate own business leads
* Able to build strong relationships with both the clients and the team you will be working with.
* Keep up to date with financial products and legislation and comply with all industry rules and regula...
Our client is an established Asset Management company giving independent financial advice, covering savings and investments, business protection, pensions and inheritance tax.
They are looking to recruit an experience Financial Advisor to join their small team.
* Servicing an existing client bank and generating new opportunities
* Be able to assess clients’ financial circumstances, understand their needs and develop a comprehensive financial plan, and have the knowledge and expertise to advise on complex matters
* Strong communicator and relationship manager
* Committed to ongoing personal and professional development
* A candidate that has a ‘go to’ attitude and able to self-generate own business leads
* Able to build strong relationships with both the clients and the team you will be working with.
* Keep up to date with financial products and legislation and comply with all industry rules and regula...
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