Financial Advisor - Barrow-in-Furness, United Kingdom - Reed Accountancy

Reed Accountancy

Verified Company

Barrow-in-Furness, United Kingdom

1 week ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

Reed Accountancy and Finance are pleased to be working with a highly established, highly reputable firm offering comprehensive legal, financial and property services through their team of experienced and qualified professionals with several offices acrossFurness peninsular and the South Lakes.

We are looking to recruit an Independent Finance Advisor to be based out of the Barrow-in-Furness office with a salary of £40,000 - £45,000 depending on experience with an excellent bonus structure in place along with generous annual leave and additionalbenefits.

Key responsibilities will include:

Looking after and growing a portfolio of clients.
Seek and develop new external business opportunities.
Maintain excellent client relationships
Diploma level 4 in Financial Planning
Previous experience working in a similar role and in a target driven sales environment
Wellspoken and confident dealing with a wide range of individuals including clients and other professionals.
Excellent technical/product knowledge
Strong communication and closing skills

Generous benefits package: