Financial Adviser - Stamford, United Kingdom - Golden Oak Wealth Management

Golden Oak Wealth Management
Golden Oak Wealth Management
Verified Company
Stamford, United Kingdom

2 weeks ago

Tom O´Connor

Posted by:

Tom O´Connor

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Description
_
Financial Adviser_


We are a well-established, family owned firm looking to recruit an experienced Financial Adviser, who is proficient in providing financial advice on pensions, investments, protection and inheritance tax planning.

Our clients typically have complex planning needs, and so you will be expected to provide clarity to clients and deliver the exceptional quality service that they have come to expect.


This is a pure advisory role - paraplanning, administrative and compliance support will be provided, as well as a network of professional introducers.

You will be responsible for generating new business and providing regular reviews to an existing client book.


About You:


  • A positive, can do attitude is essential
  • Qualified to at least Level 4 Diploma, and working towards Chartered status
  • 3 years minimum experience as a Financial Adviser with a successful track record
  • Able to manage, retain and further grow a client book
  • Strong technical knowledge of financial products and services
  • Excellent communication and interpersonal skills
  • Attention to detail and accuracy
  • Ability to work independently and as part of a collaborative team
  • A drive to succeed and deliver a high level of customer service

Benefits include:


  • Working with a great team of people
  • Competitive basic salary
  • Uncapped bonus structure
  • Flexible working arrangements
  • Pension
  • Death in service
  • Opportunities for professional development and support for further qualifications

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


Benefits:


  • Company pension
  • Life insurance

Schedule:

  • 8 hour shift
  • No weekends

Supplemental pay types:

  • Bonus scheme

Work Location:
Hybrid remote in Stamford, PE9 1PB
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