Financial Adviser - Desk Based

Job Location	Bromsgrove
Education	Not Mentioned
Salary	£35,000 - £50,000 per annum, negotiable
Industry	Not Mentioned
Functional Area	Not Mentioned
Job Type	Permanent, full-time

Job Description

Financial AdvisorBromsgroveEmployed Role with BonusNJR now have an excellent opportunity for an ambitious individual to join a highly successful and reputable Wealth Management firm based in Bromsgrove as a desk based financial planner who will specialise in the annual reviews process.The role requires an individual who has the ability to work within a fast-paced environment, create strong relationships and has excellent communication skills.Whats in it for you Competitive basic salary Bonus structureAll Clients pre-qualified and provided Full admin and paraplanning support Monday - Friday 9-5pm - No evening or weekend work Client meetings held via telephone or Video call so no travelling 25 days holiday + Bank holidays Pension schemeDeath in Service cover Private medical care The main purpose of this role is to provide high quality financial planning advice and solutions to the existing client base in order to meet individual targets. This will include:Contacting existing clients via telephone and video calls to discuss their financial situationKeeping up-to-date with new product, technical or legislative changes within the marketplaceComply at all times with the Compliance and T&C procedures of the firm and industryAnalyse information gathered and undertake sufficient research to make suitable recommendationsComplete all supporting documentation in an accurate mannerWhat we need from you:Previous experience as a CAS Status financial plannerMinimum level 4 diploma qualificationExperience providing financial advice and achieving/exceeding relevant KPIsUp to date knowledge of FCA requirementsExcellent communication, interpersonal and listening skillsThe capability to explain complex information simply and clearlyThe ability to establish relationships with clientsExcellent research and analytic skillsIf you are an experienced adviser looking for your next role and want to be fully supported with clients and admin support, there are not many companies that can rival this opportunity!For further information please apply today to contact our specialist Financial Services Consultant Steph quoting REF: NJR14815

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