Independent Financial Adviser - Mansfield Woodhouse, United Kingdom - Park Hall Financial Services Ltd

Description

Full Job Description
Park Hall Financial Services Ltd have had a presence in the Mansfield area for over 40 years. It is a family owned business with a loyal and established client base.

This is an excellent opportunity for an adviser that values great customer service and wants to be part of a friendly successful team.

Requirements:

Level 4 Diploma in Financial Planning.

• Take over and manage an existing client bank.
• Be capable of creating effective financial planning solutions, to meet clients' goals, needs and objectives.
• An excellent communicator, written and verbal.

Responsibilities

• Taking over an existing client bank.
• Research and creation of financial recommendations
• Building and maintaining client relationships.
• Assessment of individual client circumstances.
• Creating financial solutions to meet client goals, needs and objectives.
• Managing the annual review process
• Creating and overseeing of suitability reports/letters.
• Effective management of administration.
• Processing new business submissions.

Essential Criteria

• A minimum of 3 4 years experience as a Financial Advisor.
• Strong technical knowledge
• Qualified to level 4 diploma
• Excellent verbal and written communication skills
• Team player that can work on own initiative without the need for constant direction.

Benefits

• Salary will depend on background and experience.
• Progression opportunities within the company.
• Financial support for further study.

Salary:
£50,000.00-£75,000.00 per year


Benefits:

• Company pension
• Private medical insurance
• Work from home

Schedule:

• Monday to Friday

Supplemental pay types:

• Performance bonus

Ability to commute/relocate:

• Mansfield Woodhouse, NG19 8AS: reliably commute or plan to relocate before starting work (required)

Experience:

Financial Advice: 3 years (required)

Work Location:
Hybrid remote in Mansfield Woodhouse, NG19 8AS