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Experienced Client Wealth Adviser

Page Personnel Finance
Job LocationLondon
EducationNot Mentioned
Salary50,000 - 55,000 per annum
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent , full-time

Job Description

In this role you will be working with a range of clients covering ISAs, GIAs and general investments.Client DetailsMy client is a modern dynamic financial planning business offering a remote/telephone/video call based service to retail clients across the UK.Description

  • Providing pension and investments advice to retail clients.
  • Expectation to work in accordance with all compliance procedures of the firm. Full support provided by the para-planning team.
  • To follow the prescribed advice processes for each business area.
  • To conduct financial reviews and identify suitable opportunities for new business.
  • Work closely with the technical team in respect to giving clear direction to para-planning in order to facilitate the delivery of advice.
Profile
  • Experience in an advisory role
  • Technical competence in advising on pensions, investments, and insurances in the pre and post retirement stages.
  • Accustomed and confident in dealing with clients and providers via telephone/video calls on all parts of the advice process.
  • Ability to overcome with objections and deal with any rejection
  • Must be proficient in MS Office (Word, Excel, PowerPoint, etc).
  • Adaptable and receptive to feedback.
  • Competitive, ambitious and a self-directed learner.
  • Enthusiasm to help grow business within an ambitious company.
  • Competent Adviser Status and Level 4 qualified is essential
Job OfferThis role offers a competitive salary, bonus and benefits scheme.

Keyskills :
Financial Adviser - Financial Planning - Wealth Management

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