Independent Financial Adviser - Woking, United Kingdom - Capio Recruitment

Capio Recruitment

Verified Company

Woking, United Kingdom

1 week ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

Job Title:
Independent Financial Adviser

Location:
Woking

Salary:
£45,000 - £70,000

The Company:

We are working on a brand-new position with an established Independent Financial Planning business in Woking who are searching to add an additional Financial Adviser to provide support for valued clients.

This is an established firm who supports companies, private individuals, trusts and charities with advice on all areas of financial planning.

The Role:

You will use your technical knowledge of investments, pensions and protection to make detailed client recommendations within a defined investment proposition.

You will be used to delegating research and report writing, ensuring that high levels of client service are always maintained.

You will be supported by proficient and knowledgeable paraplanners and administrators.

Responsibilities:

Client meetings, both initial and review, recording all relevant information
Analysing information to recommend suitable strategies and products
Writing client reports with appropriate and compliant disclosures and illustrations
Scheduling review meetings with clients in keeping with their agreed terms
Ensuring that client files are up to date and complete

The Required Skills:

Level 4 Diploma minimum, Level 6 preferred
Familiarity with MS Office and FE Analytics
Technical competence in investments, pensions, tax allowances and protection
At least three years' experience within providing Financial Advice
Aware of applicable legislation, guidance and best practice
Excellent command of English, both verbal and in writing

Benefits

Negotiable salary
Discretionary annual bonus
Flexible hours with the potential to work remotely
Support with qualifications and career development
Free parking
Sociable office environment

What our client will offer you:

Salary up to £45,000
Pension

- discretionary annual bonus

Flexible hours, potential to work remotely
Support with career development and qualifications
Sociable and professional office environment
Free parking

To discuss this opportunity at length, please contact one of our Financial Planning team specialists at Capio Recruitment.

INDABI

Job Types:
Full-time, Permanent

Salary:
£45,000.00-£70,000.00 per year

Benefits: