Financial Advisor - Chippenham, United Kingdom - Chilvester Financial

Description

Financial Advisor
Chilvester Financial are looking for a qualified office based Financial Advisor.

In this role you will be expected to independently investigate any changes in our clients' circumstances that could impact their financial future and, with oversight and support from the Senior Financial Planners, make recommendations to improve their wellbeing and financial standing according to their needs.

We'll provide:

• An attractive starting salary depending on experience. (35k 50k)
• 25 days annual leave, plus bank holidays and office closure between Christmas and New Year
• An option to buy and sell additional holiday.
• A fantastic workplace pension.
• Free car parking (once probation has been passed)
• Social events throughout the year
• Employee assistance programme (including, 24/7 GP line, Life Events Counselling, Get Fit programs, including diet support, Legal guidance and more)
• Death in service (life assurance) of 4 times basic salary
• Eye care
• Discounted financial advice services for family and friends.

The role demands our clients are provided with exceptional great customer service in a high-functioning financial advice and support role, guaranteeing a seamless and timely service for all our clients.

Chilvester clients range from Personal, Corporate, Trust and Charity.

Therefore, having experience in these sectors would be advantageous to further help the future development and growth plans of Chilvester.

Ideally you will have effective communication and technical understanding with the ability to enhance client outcomes and you will be working towards chartered qualifications.

As a Financial Advisor, your main duties are (but not limited to):

• Working alongside the Senior Financial Planners to conduct annual review meetings and following up any advice following the review.
• Delivering accurate, informative recommendation reports, (with assistance) focusing on the clients stated aims.
• To keep clients fully informed of matters pertinent specifically to their situation, for example a change in tax rules.
• Working alongside the Senior Financial Planners at initial meetings for new clients to conduct the advice with the supervision of the Senior Financial Planners.
• Ensure all supporting documentation is maintained.

We would like an enthusiastic, strong customer focused individual who wants to progress within their career who is technically brilliant.

Support:

This is a friendly, supportive environment within a growing company, you will be provided with full ongoing support, training, and guidance.

You will have support for your examinations to help achieve Chartered status.


Minimum Requirements:

• Level 4 diploma with a desire to continue further professional development and obtain Chartered status.
• Ideally you are qualified to A level Standard with a GSCE grade C and above in Maths and English
• Ideally you have a minimum of 2 years' experience of giving financial advice or working in a financial service environment.

Salary:
£35,000.00-£50,000.00 per year


Benefits:

• Company events
• Company pension
• Free parking
• Life insurance
• Sick pay
• Wellness programme

Schedule:

• Monday to Friday
• No weekends

Ability to commute/relocate:

• Chippenham: reliably commute or plan to relocate before starting work (required)

Education:

• A-Level or equivalent (preferred)

Experience:

• Financial services: 2 years (required)

Work Location:
In person


Reference ID:
Chil - DIPIFA