Financial Adviser

To provide an excellent financial planning service to an established client bank. This will include:

• Conducting client annual review meetings


• Working with a team to prepare for the annual meetings and implement any follow up actions from the meeting.


• Respond to any client queries throughout the year


Taking on new business with leads coming from referrals from existing clients.


• Level 4 Diploma in Financial Planning as a minimum


• Minimum of two years experience as a financial adviser


• Strong communication skills


• Team player


• Competent with Microsoft applications


• Preferable experience using Intelliflo and Voyant, Financial Advising: 2 years (preferred)
  
  Pulled from the full job description


• Company pension


• Life insurance


• On-site parking


• Private medical insurance


• Sick pay, Between £45-£60k depending on experience


• Bonus structure


• Working Hours, 9am-5pm Monday- Thursday, 9am-4pm on Fridays!


• Workplace Pension with 8.5% employer contribution


• Car allowance/ travel expenses for client meetings


• Group Private medical insurance


• Group Income Protection


• Death in Service Cover


• 23 days holiday plus bank holidays. The office typically closes between Christmas and New Year.


Job Types: Full-time, Permanent

Pay: £45,000.00-£60,000.00 per year

Benefits:

• Company pension


• Life insurance


• On-site parking


• Private medical insurance


• Sick pay


Schedule:

• Monday to Friday


Supplemental pay types:

• Bonus scheme