Independent Financial Adviser/Wealth Management Adviser

Independent Financial Adviser/Wealth Management Adviser

Location: Brighton (Work from home with accessible to the office)

Salary: £40,000 - £60,000+ performance bonus + commission (DOE)

Fantastic Opportunity!

An award-winnining establish Firm who have been in business for over 15 years, are now looking to hire a Diploma-Qualified Financial Adviser who is working towards Chartered Status to join their team.

Financial adviser role responsibilities:

? Prepare sound financial plans to ensure clients meet their financial goals
? Customise financial plans according to clients' changing needs
? Ability to build strong relationships to retain clients
? Ability to manage and maintain a client book.
? Ability to utilise ongoing lead support, Introducers, and gain referrals
? Adhering to and keeping up to date with financial regulations and trends.
? Managing client and prospect enquiries with professionalism and discretion.
? Continuing professional development and adhering to their strong brand and ethics.
? Must have drive and ambitious to earn over £100,000

Skills, experience, and qualifications:

? Diploma-Qualified level 4 Financial Adviser with minimum 1 years' experience
? Proven Track Record
? Strong experience with Pension, Investment and Protection
? Strong Communication, Skills both verbally and written
? A Customer Focus approach to your workload
? Ability to achieve and maintain long term client relationships.

Benefits and culture

? Lead Generation Provided
? Para Planning and Administration Support
? Reward structure for delivering great client outcomes.
? Holiday Pay, Company Pension, Life Insurance
? Monday to Friday role
? Company Events
? A willingness to gain Chartered Financial Adviser Status

Important Information: We endeavour to process your personal data in a fair and transparent manner.

In applying for this role, Additional Resources will be acting in your best interest and may contact

  • Location: Brighton
  • Salary: 40000-60000 Per Annum
  • Type: Permanent
  • Recruiter: Additional Resources Ltd.
  • Posted: 25-May-2022
  • Posted on: