Financial Adviser - North East England, United Kingdom - EGRecruiting Ltd

EGRecruiting Ltd
EGRecruiting Ltd
Verified Company
North East England, United Kingdom

2 weeks ago

Tom O´Connor

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Tom O´Connor

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Description
Are you a recently qualified Financial Adviser with CAS, who would benefit by being mentored by a superb and highly successful Adviser? Additionally, be provided with a substantial existing client bank, to guarantee a generous income?
Financial Advisers know that whilst you are establishing your career, the early days can be challenging. To be provided with an existing client bank AND be mentored, is highly desirable.

This is a superb opportunity to be part of a successful business, working with talented individuals where you'll receive outstanding support.

Your career path is clearly defined and you'll be encouraged to attain Chartered status, ensuring you future successand in turn, enjoying the financial rewards, in an exceptionally client-centric environment.

As part of our client's exit strategy, he'll work alongside you and mentor you, enhancing your knowledge and ensuring your future success.

With offices in the Durham area, you will also benefit from paraplanning and administrative support. You'll received aguaranteed income until you're ready to move into a self-employed role. It is envisaged that your initial earning level will be circa £80,000.

Following an initial transition period, where you'll become familiar with systems, processes and products, you'll work within a team who will provide all back-office support., to learn and understand the business.

Time will be spent conducting dual client visits,conducting fact-finds, completing paraplanning tasks and building relationships, prior to a number of clients (circa 100) being allocated to you.

Must be an experienced Financial Adviser
Hold CAS/Statement of Professional Standing
Have solid knowledge of pensions, investments and life products
Ability to retain and impart technical product information to others
Superb communication skills with a client-centric approach
Ambitious and keen to achieve Chartered status
Hold a UK full driving licence and have access to own transport


Qualifications:

Essential - CII Level 4 Diploma in Regulated Financial Planning
Desirable - Chartered or working towards
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