Financial Adviser x2

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2019-08-01 11:46:291970-01-01 Coast Specialist Recruitment
Job Type Permanent full-time
Location London, City
Area London, UK London, City
Sector FINANCIAL SERVICES - Independent Financial Advisor
Salary £35 - 60,000 pa
Start Date
Advertiser John Heffernan
Telephone 01702713739
Job Ref JH0108
Job Views 206
An established and growing Wealth Management practice based in " The City" has an excellent opportunity for two experienced Financial Advisers to join their team.

To provide financial advice and make recommendations on how to best meet their goals. The ideal candidate will be able to research the marketplace on available products and services, identify customer's needs, design financial strategies and gain commitment from clients to proceed with your recommendations.

Specific Responsibilities:

  • Provide strategic advice across a variety of financial products and services (Pensions, Investments & Savings, Protection)
  • Assess client’s financial circumstances, understand their needs and develop a comprehensive financial plan
  • Make recommendations to clients that meet their goals and ambitions
  • Cultivate the client base and build relationships
  • Keep abreast of new industry developments and research the market to ensure that knowledge is current
  • keep up to date with financial products and legislation and comply with all industry rules and regulations

Experience & Skills:
Role holders will be motivated, friendly and professional at all times, and will provide impartial and unbiased advice. Excellent time management is a must to ensure appointments are scheduled with realistic time frames.
  • Experience as a Financial Adviser or relevant experience
  • Accuracy, attention to detail and the ability to explain complex information clearly and simply
  • Qualified to Level 4 Diploma in Financial Planning as a minimum
  • Excellent communication skills and the ability to ask appropriate questions of clients
  • Good analysis skills, money management skills and planning skills
  • Good knowledge of compliance, TCF, Data Protection Act and Anti-Money Laundering requirements
  • Due to travel, full driving licence and own car is essential

Critical Knowledge required:
  • Knowledge of FCA rules relating to the financial advice process
  • Working knowledge of Compliance
  • Knowledge of the current market place
  • A full understanding of EIS and VCT & business protection is essential

The role will offer you a competitive basic salary and market leading commission structure.

Please apply in confidence for interview details.
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Contact Coast Specialist Recruitment

Essex Branch:
Coast House
387 London Road
Hadleigh, Essex

Telephone: 01702 713739 |

Surrey Branch:
Aqua House
30 – 32 High Street
KT19 8AH

Telephone: 01372 738020 |

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