One of the most dynamic Chartered Wealth Management Firms in the UK is looking to grow their remote financial advice team at their offices in Doxford International Business Park.
In the role of Financial Adviser, you will be part of our growing remote advisory team.
Potential clients will be introduced via a contact centre team and group advisory channels.
Full training will be provided, along with exam support to chartered status.
Key Responsibilities
- Accountable for providing full financial planning services to assigned clients
- Deliver positive client outcomes
- Ensure adherence to defined advice process and standards
- Ensure conduct risk frameworks are followed
- Maintain adherence to requirements of the group training and competence regime
Ideal Person
- Previous experience of working within financial services as a financial adviser or paraplanner
- Proficient with technology to support a remote advice process
- A good understanding and knowledge of the UK regulatory environment
- A strong understanding of the advisory process
- The ability to work and collaborate as part of a team
- The ability to meet commercial targets
Qualifications
- Minimum level 4 diploma qualified, preferably via CII
- Preferably a willingness to develop towards chartered status