Financial Adviser

Job Location	Stoke, Nantwich
Education	Not Mentioned
Salary	40,000 - 60,000 per annum, negotiable
Industry	Not Mentioned
Functional Area	Not Mentioned
Job Type	Permanent , full-time Work from home

Job Description

Independent Financial Adviser opportunity with established client baseOur client is an award-winning Chartered firm of Independent Financial Advisers.According to the CII they are ranked among the top 15% of firms based on qualifications.They have now identified an opportunity to take on a new adviser in Stoke on Trent areaAs an Independent Financial Adviser your role will include:

Provide holistic financial planning to prospective and existing clients!
Compile accurate planning reports that reflect client requirements and meet our internal quality standards.
Undertake regular fact-finding, presentations and service review meetings with clients.
Maintain and ensure client information is kept up to date.
Strive to recognise new business opportunities.
Follow up on all enquiries in a timely manner.
Ensure on-going continuous professional development.
Always put your clients first

Independent Financial Adviser - Skills & Experience Required

Diploma Level 4 qualified
CAS status or have had in last 2 years
Ability to develop existing client base
Be motivated and driven to exceed business targets

Independent Financial Adviser - Benefits offered

Employed Salary from £40,000 - £60,000+ negotiable based on passed performance.
Home based.
Full PP & Admin
Salary reflected in performance
Pension & Benefits

This is a first-class opportunity for a Financial Adviser with a top-class firm.

Keyskills :
Financial AdviceFinancial PlanningFinancial Services

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