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Mansfield

    Financial Adviser - Mansfield, Nottinghamshire, United Kingdom - Elate Staffing Solutions Ltd

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    Description
    Financial Adviser

    • Are you an experienced Financial Adviser?
    • Do you want career progression opportunities?

    Due to continued expansion we're recruiting an experienced Financial Adviser to join our Mansfield based client on a Permanent basis.

    Identify opportunities to grow revenue through upselling or cross selling to current client bank.

    • Manage the annual review process ensuring compliance.
    • Maintain accurate management information and data relating to client contact strategies.
    • Manage activities and administration, demonstrating best practise, that will meet or exceed regulatory requirements.
    Level 4 qualification in financial advice recognised by the Financial Conduct Authority

    • This is a Full time, Permanent position


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