Financial Advisor - Billingham, United Kingdom - Forte Financial Consultancy

Forte Financial Consultancy
Forte Financial Consultancy
Verified Company
Billingham, United Kingdom

3 weeks ago

Tom O´Connor

Posted by:

Tom O´Connor

beBee Recruiter
Description

We are Independent Financial Advisers based in the North of England, but with a
rapidly growing client base across the UK.

We are directly authorised and fully regulated by the
FCA.

  • Be
    highly motivated, and want to deal with new client leads regularly. Full administration/Paraplanning support is provided.
  • Want to join a team who offer a
    premium service to our clients. This can be a cliché in this industry, but we take pride in how we deal with clients and you must too.
  • Assess clients' financial situations by gathering information about their goals, risk tolerance, and other financial details.
  • Develop personalized financial plans to help clients achieve their financial objectives.

Responsibilities:


  • Analyse clients' financial situations and recommend appropriate pension/investment/retirement planning/protection policies strategies where applicable
  • Build and maintain strong longstanding relationships with clients

Experience:


  • Have the usual qualifications to perform the role (generally speaking a Diploma in Financial Advice from the LIBF/CII)

Financial Package:

  • To be discussed.


If you are passionate about helping others achieve financial success and have the qualifications listed above, we would love to hear from you.

This is an excellent opportunity for those passionate about growing.


Pay:
From £50,000.00 per year


Benefits:


  • Company pension
  • Flexitime
  • Free or subsidised travel
  • Work from home

Schedule:

  • Monday to Friday

Supplemental pay types:

  • Commission pay
  • Performance bonus

Work Location:
Hybrid remote in Billingham

Application deadline: 17/05/2024

Expected start date: 03/06/2024
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