Financial Adviser - Stoke, United Kingdom - CFP JOBS

CFP JOBS
CFP JOBS
Verified Company
Stoke, United Kingdom

1 week ago

Tom O´Connor

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Tom O´Connor

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Description

Independent Financial Adviser opportunity with established client base
Our 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 area


As 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 factfinding, 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 ongoing 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.
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