Financial Adviser

Our client, a rapidly growing financial services firm, is seeking an experienced financial adviser to join their dynamic team. In this role, you’ll work closely with clients, providing expert guidance on managing their finances through strategic cashflow planning and offering ongoing, reliable support. The ideal candidate will have a strong ability to understand client needs and recommend the most suitable products and services to achieve their financial goals. Our client offers a fantastic company culture, complete with modern offices, annual events, and a collaborative environment that prioritises employee satisfaction and growth. This is an exciting opportunity to join a firm that’s making a real impact!

Salary package on offer for the role of Financial Advisor:

£45,000 - £70,000 Basic Salary

£100,000 OTE

Bonus Structure

Working Hours:

Monday – Friday

Office or home-based dependent on location

Requirements for this Financial Advisor role:

Level 4 Diploma

Excellent communication, interpersonal and listening skills

The capability to explain complex information simply and clearly

The ability to network and establish relationships with clients

A target-driven mindset

Responsibilities of the Financial Advisor are:

Arranging client appointments

Managing and maintaining client relationships

Growing a successful client book

Conducting annual client reviews

Maintaining high professional standards

Location: St. Albans, GB

Posted Date: 11/14/2024