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    Financial Advisor - United Kingdom - Ashley Rees Associates

    Ashley Rees Associates
    Ashley Rees Associates United Kingdom

    Found in: Click to Hired UK C2 - 1 day ago

    Default job background
    Permanent, Full time
    Description

    A financial services organisation based in the southwest of England (but offering remote working) is currently recruiting a Financial Advisor to join their team.

    Working for a business that has been established for over 25 years' and offering the chance to become self-employed in the future, this an excellent opportunity for anyone looking to further their career within this field.

    Duties will include:

    • Advise on all areas of financial planning from mortgages and protection to investment and pensions.
    • Review existing financial and protection plans according to clients changing needs
    • Maintain and update knowledge of existing regulations, practices and financial products
    • Build strong relationships with both existing and new clients to generate business and opportunities
    • Create suitability reports and conduct regular financial reviews for clients
    The successful candidate will be Level 4 Diploma qualified. Excellent communication and a self-starter attitude are also essential

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