Financial Adviser, South Gloucestershire (BW-971)
We are delighted to represent this Financial Advisory firm which is going through an exciting growth phase and they are looking to add a Financial Adviser to their successful team.
They specialise in the provision of financial planning services to both private and business clients and have an existing active client base in the local area to offer a Financial Adviser joining them at this time. As a business they have a passion for delivering the best service possible to their clients.
As an employee, you will receive an attractive salary, generous bonus and benefits package.
- As a Financial Adviser, your primary responsibility will be to ensure that the firm's clients receive the highest level of financial advice and ongoing service.
- You will contribute to the success of the business by further developing an existing client bank, gaining referrals where possible and strengthening client relationships
- Provide a first class level of customer service at all times that exceeds the client's expectations
- Increase income for the business by converting new leads and business opportunities
- Consistently comply with legislative, financial, procedural and quality requirements
- Maintain a proactive and positive working environment, contributing to pulling the team towards shared goals and targets
- Operate as efficiently as possible to allow the business to meet set budgets
- Stay informed of the latest industry changes and updates, desire to continue self-development
- Report where requested to Senior Management in a timely and effective manner
- You will be provided with full back office administrative and Paraplanning support
- Level 4 qualified with the Diploma in Financial Planning
- Ideally 5 years advising experience, working in a face to face environment
- Strong technically across Pensions, Investments and Protection
- Excellent team player
- Presentable, professional and punctual
- A proven track record in sales income / generation
- Self-motivated, a positive mind set
Salary and Benefits
- A competitive salary
- Bonus scheme