Financial Advisor - Bishop's Stortford, United Kingdom - Templegate

Templegate

Verified Company

Bishop's Stortford, United Kingdom

1 week ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

TEMPLEGATE RECRUITMENT

Financial Services Specialist Recruiters

Job Title:
Employed Financial Advisor

Location:
Bishop's Stortford

Salary:
£55,000 to £85,000 (depending on experience and qualifications)

About the Company:

This is an amazing opportunity for any Diploma Qualified Financial Advisor to work within a highly successful small firm.
On offer is the opportunity to acquire the amazing client bank on offer.

If you're looking to run a highly successful financial advice firm, this could be the perfect opportunity for you.

What Your Day to Day Duties Will Include Employed Financial Advisor:

Meeting clients and discussing their finances and financial goals
Researching financial products for clients and explaining their key features and benefits
Negotiating better financial deals with providers on a client's behalf
Researching financial law changes and economic trends
Reporting their clients' financial results and investment progress
Supporting investment professionals to cultivate client relationships

What is Needed to Be Considered Employed Financial Advisor:

Must be Level 4 Diploma Qualified
Looking to take over a successful client bank.
Fantastic Technical Knowledge.
Good customer service for pleasant and productive client interactions.
Verbal and written communication, including active listening, for determining client needs and reporting financial progress.

Job Types:
Full-time, Permanent

Salary:
£55,000.00-£85,000.00 per year

Benefits: