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Financial Adviser, Norwich (CR-743)

£35000 - £50000 +benefits

Financial Adviser

Norwich

Up to £50,000

We are currently representing a bespoke wealth management group who are looking for a Financial Planning to join their busy and growing team within their Cambridge office.

Responsibility:

  • Compliance with the Financial Services and Markets Act 2000 and the relevant FSA rules
  • Compliance with the relevant Compliance, TCF, T&C, financial crime and Anti-Money Laundering procedures of the firm at all times
  • Keep up to date with all relevant products, legislation and technical changes
  • Prospect/contact potential clients
  • Ensure that sufficient client information is collected and analysed
  • Undertake sufficient market and product research
  • Ensure suitable recommendations are made
  • Ensure that all records and supporting documents are recorded and maintained
  • Attain and maintain an adequate level of competence as required by the firm
  • Maintain all standards of performance as required by the firm
  • Ensure relevant CPD is maintained and recorded accurately​

About You:

  • Level 4 Diploma qualified
  • Experience of giving financial advice
  • Extensive knowledge of compliance procedures
  • Provision of advice to clients in a compliant manner.
  • Detailed and accurate, with the ability to prioritise and plan their workload.
  • Excellent communication (both written and verbal)
  • Professional

Benefits:

  • Profit share
  • 8% pension contribution (rising to 8.5% in May 2018), additional 3% contribution available under certain circumstances, 
  • Death in service x 4 of salary
  • Private medical insurance (P11D benefit).
  • No clients needed! 
Location: 
Norwich
Employment type: 
Employed (Full Time)
Sector: 
Adviser
Reference Number: 
CR-743