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Financial Adviser South based

Job LocationSouth West England
EducationNot Mentioned
Salary£25,000 - £100,000 per annum, OTE
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent, full-time

Job Description

With their clients relationships at the heart of business this businesses team of highly qualified advisers pride themselves in the real, practical advice they provide to meet their clients needs, realising goals and planning for the unforeseen. My clint has a large bank of clints throughout the country providing advice on pension, protection, investment and mortgages. The opportunity for a Financial Adviser has arisen to join the business, to work out of their Dorset based office.The ideal candidate will be an experienced financial adviser, qualified to a minimum of the Level 4 Diploma in Financial Planning and show a interest in obtaining Chartered Status. My client will provide a small client bank to each of their new advisers, but you must be a forward thinking individual with great communication skills to get involved with networking to grow your client bank. It would be advantageous if you had existing clients that could move with you.A range of different bonus schemes on offer, starting from 25%, and competitive basic salaries. If local the role would be predominately office based, but for individuals out of the geographical patch home based opportunities are available. Full paraplanning and administration support team to assist you.Duties

  • Meet with clients to discuss financial plans and objectives
  • Networking to continue growth within client bank
  • Review and research, enabling the best solution to be presented to your clients
  • Carry out annual review meetings
  • For further information please apply online today. Required skills
  • Financial Advisory
  • Financial Planning
  • Investment
  • Pensions
  • Independent Financial Advice
  • Keyskills :
    Financial Advisy Financial Planning Investment Pensions Independent Financial Advice

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