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Employed Financial Advisor

Square Peg Associates Ltd
Job LocationEuxton
EducationNot Mentioned
Salary£25,000 - £45,000 per annum
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent, full-time

Job Description

A modern and professional wealth management firm in Chorley is seeking a Financial Advisor to join their existing team. You will work as part of the Wealth Management Team providing full financial planning support to individual and corporate clients.The company has impeccable core values and support their customers in every way possible, so this person will need to share these morals and uphold standards in their work every day.What

  • Employed Financial Advisor position.
  • Assess the clients needs regarding financial planning, savings, investments, pensions, insurance and wealth management requirements.
  • Advise on the most appropriate solutions from leading financial institutions.
  • Enjoy the support of a business that invests in your development.
  • Build upon existing business and create new opportunities.
  • Utilise the company’s online portal system so clients can see the value of your service.
    • Who
  • You must have Level 4 Diploma in Financial Planning and at least 2 years experience in an Advisor role.
  • Positively represent yourself and the company at every client interaction.
  • Have excellent communication and organisational skills.
  • Display maturity and understanding in a personable and professional way.
  • Be highly self-motivated and take pride in your work.
  • Have a successful track record of producing business revenue
  • Be hungry to earn significant salary.
    • WhyThe company have a modern way of working and use an online portal system for all of their clients. The office is equally impressive with beautiful views of the countryside. They are offering an excellent remuneration package with outstanding scope for performance related bonus payments and fantastic employee benefits.If you have the skills, experience and positive personal and professional attributes described, we very much look forward to receiving your application. Required skills
  • Advisor
  • Financial Advice
  • Financial Planning
  • Financial Services

    • Keyskills :
    Advis Financial Advice Financial Planning Financial Services

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