Are you an experienced Financial Advisor seeking a new opportunity where hybrid working is an option?
Our clients are a leading and well-established Financial Planners based in the Leicester area, and are currently looking for a Financial Advisor to join their team due to business growth.
This position will see the successful individual have the opportunity to grow their career and service an existing client bank.
Working hours:
- As a Financial Advisor, you'll be required to work Monday to Friday
- Hybrid working with a minimum 2 days in the office.
The successful Financial Advisor will be offered:
- £45,000 basic
- OTE £50,000 – £100,000
- Bonuses
- Career Progression
- Full Compliance and admin support provided.
- Existing Clients to service
- Healthcare
Financial Advisor requirements:
- Level 4 Diploma
- Excellent communicator with an exceptional grasp of the English Language; both written and spoken.
- Strong computer literacy with exceptional attention to detail.
- You will be highly self-motivated and offer exceptional customer service
As a Financial Advisor, your role will involve the following:
- Dealing with an existing client bank
- Analyse information and liaise with internal support to prepare recommendations best suited to individual clients' requirements and review financial reports.
- Researching an approved panel of product providers and providing clients with information on new and existing products and services.
- Commercial awareness: keeping up to date with financial products and legislation as well as ensuring your technical knowledge is maintained.
- Develop and maintain client relationships
- Continuous development of a client bank and maximising opportunities ensuring profitable relationships are built.