financial adviser
3 the last 232 days, recently 2023-08-01
Responsibility
- an exciting opportunity has arisen to join a friendly, local experienced financial advisers based in Barnstaple, North Devon
- town & Country Financial Advisers Ltd is an appointed representative of the Quilter Financial Services Ltd and Quilter Mortgage Planning Ltd
- offer compliant financial service solutions to clients
Show more +10 - service existing clients, carrying out reviews where appropriate
- prepare sound financial plans to ensure clients meet their financial goals
- advise clients on current financial issues and make recommendations
- customise financial plans according to clients’ changing needs
- build strong relationships to retain existing clients
- actively seek to generate new business and build introducer relationships
- maintain and update knowledge of regulations, practices and financial products
- provide mortgage advice to existing and new clients
- ensure all regulatory documentation completed within the required timescale
- service existing clients, carrying out reviews when required
Requirements
- diploma Level 4 Qualified UK Financial Adviser
- ceMAP Qualification an advantage
- experience in the financial services sector
Show more +15 - ceMap qualified or relevant mortgage advice qualifications
- proven track record of success and achievements
- 2 years minimum experience as a Financial Adviser
- experience of managing client relationships
- able to convert qualified leads into new business
- excellent customer service skills and client-orientated
- an entrepreneurial mind-set and prepared to invest in themselves
- the ability to explain complex information clearly and simply
- meeting the regulatory aspects of the role, e.g. requirements for disclosure, costs of the services provided and also the advised products
- excellent, empathetic communicator with a real flair for getting into the detail of things
- honest and trustworthy attitude
- respect for confidential information
- ambitious and driven attitude
- ability to demonstrate excellence in your field
- meeting the regulatory aspects of the role, e.g. requirements for disclosure, costs of the services provided etc
Benefits
- laptop
Salary in other companies in the position financial adviser
| GCB AGENCY RECRUITMENT | 9427 £ | 4583 £ 9427 £ |
| STAFFING SOLUTIONS | 8333 £ | 4583 £ 9427 £ |
| APOLLO PRIVATE WEALTH | 8333 £ | 4583 £ 9427 £ |
| JMC SEARCH AND SELECTION | 7916 £ | 4583 £ 9427 £ |
| DMD RECRUITMENT | 5833 £ | 4583 £ 9427 £ |
| ROSEMOUNT INDEPENDENT FINANCIAL ADVISERS | 5000 £ | 4583 £ 9427 £ |
| F S PEOPLE | 5000 £ | 4583 £ 9427 £ |
| SPECIALIST FINANCIAL RECRUITMENT | 5000 £ | 4583 £ 9427 £ |
| VISION RECRUITMENT | 4583 £ | 4583 £ 9427 £ |
| INNOVATING INCLUSION | 4583 £ | 4583 £ 9427 £ |