Financial Adviser

Financial Adviser

Location: Chester, flexible working may be available.

Salary: £35,000- £60,000+ Bonus + comission (Depending on experience and proven track record)

The role is office based, but flexible working may be considered.

Due to growth, our award-winning financial services client is looking to hire a driven Diploma-Qualified Financial Adviser who is working towards Chartered Status to join their team.



The Job Role:

? Understanding clients' financial requirements and objectives and creating investment plans.
? Researching and explaining a range of financial products to help clients to make informed decisions.
? Analysing data with a high level of accuracy.
? Managing client details on the database.
? Adhering to and keeping up to date with financial regulations and trends.
? Managing client and prospect enquiries with professionalism and discretion.
? Generating new business from your own network and supplied leads.
? Continuing professional development and adhering to their strong brand and ethics.


Skills, experience and qualifications:

? Diploma-Qualified level 4 Financial Adviser with minimum 2 years' experience
? Working towards Competent Adviser Status (CAS)
? Experience with Pension, Retirement Planning, Inheritance Tax Planning advice
? Strong Communication Skills both verbally and written
? A Customer Focus approach to your workload
? Ability to meet and exceed targets.


Benefits and culture:

? Open to negotiation dependent on skills and experience.
? Reward structure for delivering great client outcomes.
? 20 days holiday + bank holidays, pension scheme, excellent working environment, well-established and growing company.
? Monday to Friday 9am - 5.30pm
? Office based Role but flexibility may be available
? Support and encourage all staff in their professional development and will fund CII study material and CII examination costs towards industry recognised qualifications.



Important Info