Financial Advisor - Truro, United Kingdom - Baker Snell

Baker Snell

Verified Company

Truro, United Kingdom

3 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

Financial Advisor
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£37,500-£50,000 per annum plus bonus:

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Truro:

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Monday-Friday
We are looking for an Independent Financial Advisor to join a new office in Cornwall within a growing organisation. Do you have a background of working as an IFA and would like a new challenge? Are you currently working as a Financial Advisor within the banking industry and would like to move into a Financial Services office or perhaps you already have a small clientele and would like to join forces?

What?

Conducting comprehensive financial planning meetings with clients to understand their financial goals and objectives.
Developing and implementing financial plans that are tailored to the unique needs of each client.
Providing investment advice and recommendations to clients based on their risk tolerance and investment objectives.
Conducting regular reviews with clients to ensure that their financial plans remain on track.
Staying uptodate with market trends, financial regulations, and new investment products.

Required Skills and Knowledge?

A proven record of working as a Financial Adviser.
Diploma in Financial Planning or equivalent.
Ability to build and maintain strong relationships with clients.
Strong knowledge of investment products, financial markets, and financial planning strategies.
Excellent communication, negotiation, and presentation skills.
Attention to detail and a high level of accuracy.
Ability to work independently and as part of a team.

Salary:
£37,500.00-£50,000.00 per year

Benefits: