Independent Financial Adviser - Norwich, United Kingdom - Truestar Talent Ltd

Tom O´Connor

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Tom O´Connor

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Description

Start off 2023 with an exciting new career opportunity
My client is looking for the successful Financial Adviser to:
Manage and grow an existing client bank:


  • Provide holistic financial planning to clients based on their needs and future requirements.
The successful applicant for the Financial Adviser role will enjoy a great package with the following benefits: Salary is neg circa £50k

  • Excellent benefits including pension
  • Client bank
  • The option of either working office or home based.


My client based in Norwich, with additional offices in Lutterworth (Leicestershire), London, Sevenoaks and Bromley a leading and experienced wealth management organisation is seeking a fully qualified Financial Adviser to join their professional team.

As a Financial Adviser my client is looking for an individual who is

  • Supportive and highly motivated
  • Be able to work in a fastmoving environment with a successful sale team
  • Possess a professional "can do" attitude with excellent written and verbal communication skills
  • Good knowledge of FS business practices and generic knowledge in Life, Pensions, investment products and inheritance tax planning
  • Thirst for knowledge and a desire to excel in everything they do
  • Excellent interpersonal and communication skills.
  • Qualified to Level 4 Diploma for Financial Advisers (DipFA),
  • Hold or recently held Competent Adviser Status (CAS) and Statement of Professional Standing (SPS)
  • Experienced in providing holistic financial advice, with a proven track record of success
  • A full driving licence
  • The capacity to work from home or office are essential for this role, as you'll be required to travel to visit clients.


If you would like to be part of this excellent opportunity joining the team of an established Financial Services company which continues to build upon its solid reputation for strong wealth management, holistic advice and excellent customer service, pleaseforward a copy your CV for immediate short-listing.


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