vacancy

Financial Advisor (905)

Ref: 905

Summary:

Our client, a well-established Financial planning firm based in Exeter, is looking to recruit a Financial Advisor to join their team on a full-time, permanent basis. Your role will be centered around maintaining client files to a high standard and eventually taking on responsibility for your own client bank. You should possess a minimum of a Level 4 Diploma in Financial Services and possess some prior experience working within the sector.

This role can be performed on a hybrid basis. Ideally you will live locally, as you will be managing a client bank ranging from Wiltshire to Cornwall.

What will you be doing as a Financial Advisor?

  • Ensuring that client files are maintained to the highest standard.
  • Eventually taking on responsibility for your own client bank.
  • Analysing retail investment products and providers available to meet client’s needs.
  • Meeting clients and discussing their finances and financial goals.
  • Researching Financial Law changes and economic trends.

Skills/Qualifications of a Financial Advisor:

  • You will possess a minimum of a Level 4 Diploma in Financial Services and some prior experience within the sector.
  • You will possess demonstrable awareness and up to date knowledge of retail financial products and current regulatory expectations.
  • You will have a positive approach to working with keen attention for detail and an eagerness to complete tasks to the highest standards.
  • You will be an analytical problem solver who can effectively prioritise tasks.

The Benefits:

  • Access to a Company Pension Scheme
  • Friendly and supportive working environment

 

Ref: 8610

 

Recruitment Consultant: Joanne Howell.

 

 

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