Role:
As part of their succession planning, our Client in the North East of England, is looking to appoint 2 additional Financial Advisers. The business has a family feel, an excellent reputation and truly values employees.
This is an exceptional opportunity, as the roles will be on an employed basis with clients provided (circa 150), along with full administration and paraplanning support, to allow you to focus on your clients.
Responsibilities will include:-
- Conducting service reviews (predominately North East, some UK travel)
- Providing advice across pensions, investments, IHT and protection
- Developing new business
- Developing relationships and continuity of business
- Ensuring all advice is compliant
Qualifications:
· QCF Level 4 (DipPFS / DipFA)
Benefits:
35 hour week
25 days holiday (plus bank holidays)
4 x DIS
5% pension contribution
Free parking
Study support
Candidate Requirements:
- Must hold CAS/SPS as a Financial Adviser
- Possess excellent knowledge across retirement planning, estate planning, investment advice, tax strategies
- Be able to service existing clients and develop additional business
- Face to face sales experience
- Excellent communications skills and able to build rapport quickly
- A professional approach, well presented and credible
- Be a team player
- The desire and ability to learn and where required, study further
- A full, clean driving licence and car
- Reside in the North East of England