South East: Bedfordshire, Buckinghamshire.
£35,000 - £45,000
I currently have a vacancy for a full-time Financial Adviser to join a team in Milton Keynes. The successful candidate will be looking for a long-term career as an adviser, working for a large company where 80% of the work is to ensure your clients are given the professional advice they expect.
You will provide clients with financial advice and make recommendations on how best to meet their goals. You will be taking over an existing client bank which historically has generated sufficient new business to earn the adviser a bonus.
The ideal candidate will be able to research the marketplace for available products and services, identify clients' needs, design financial strategies and gain commitment from clients to proceed with your recommendations.
The candidate will provide first class financial planning and advice to existing and prospective clients.As the Group expands there will be opportunities for promotion to management and equity participation.
Recently Diploma qualified Paraplanners looking to move into advising will also be considered.
The key duties of the role are listed below. Due to the nature of the business, the role may also include additional responsibilities considered reasonable:
You need to be motivated, friendly and professional at all times, and provide impartial and unbiased advice. Excellent time management is a must to ensure appointments are scheduled with realistic time frames.
Key requirements are:
Critical Knowledge required:
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