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Financial Adviser

Red Door Recruitment Limited
Job LocationRadlett
EducationNot Mentioned
SalaryCompetitive salary
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent, full-time

Job Description

We are recruiting for a qualified and experienced Financial Adviser to join a successful, well-established client based in Radlett.You will be provided with a small bank of clients on starting, and support from a strong administration team. There is flexibility to work from home and within the office, depending on preference.This is a great opportunity for a knowledgeable and experienced Adviser to work for a supportive and progressive company, to grow your career further.Key responsibilities:

  • Contacting clients and setting up meetings
  • Conducting in-depth reviews of clients’ financial circumstances, current provision, and future aims
  • Analysing information and preparing plans best suited to individual clients’ requirements
  • Researching the marketplace and providing clients with information and comparisons on new and existing products and services
  • Designing financial strategies
  • Assisting clients to make informed decisions
  • Researching information from various sources, including providers of financial products
  • Negotiating with product suppliers for the best possible rates
  • Liaising with and working with financial services providers, regulators and professional bodies
  • Liaising with other professionals, such as estate agents, accountants, solicitors and valuers
  • Keeping up to date with financial products and legislation
  • Producing financial reports
  • Keeping accurate records and maintaining client confidentiality and data protection
  • Presenting financial reports and strategies to clients in a clear, fair, and timely fashion
  • Contacting clients with news of new financial products or changes to legislation that may affect their savings and investments
  • Meeting the regulatory aspects of the role, e.g. requirements for disclosure, costs of the services provided, and costs of advised products
  • Maintaining professional qualifications, e.g. ongoing assessments and structured Continuous Professional Development
  • Deliver all of the above with integrity, honesty and professionalism
    • What the employer is looking for:
  • Minimum 4-5 years’ experience as a Financial Adviser
  • DipFA qualified - Level 4 Diploma
  • Self-motivated
  • Good communication, both verbal and written
  • Excellent organisational and presentational skills
    • What’s in it for you
  • Full administration support team
  • Welcoming, small and friendly office
  • Good longstanding relationships with clients
  • Social environment
  • Group life insurance
    • Salary: According to experienceOffice hours: Monday to Friday, 9am - 5pmRed Door Recruitment is committed to encouraging equality, diversity and inclusion among our workforce, and eliminating unlawful discrimination. Full details available on our website.Unfortunately, due to the volume of candidates, we will only contact you if your CV is suitable for this role. Required skills
  • Advisor
  • Financial Advisory
  • Financial Planning
  • Financial Services
  • Professional Services

    • Keyskills :
    Advis Financial Advisy Financial Planning Financial Services Professional Services

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