Aspire Personnel Ltd
Job Role
Our client is an established Asset Management company giving independent financial advice, covering savings and investments, business protection, pensions and inheritance tax.
They are looking to recruit an experience Financial Advisor to join their small team.
- Servicing an existing client bank and generating new opportunities
- Be able to assess clients’ financial circumstances, understand their needs and develop a comprehensive financial plan, and have the knowledge and expertise to advise on complex matters
- Strong communicator and relationship manager
- Committed to ongoing personal and professional development
- A candidate that has a ‘go to’ attitude and able to self-generate own business leads
- Able to build strong relationships with both the clients and the team you will be working with.
- Keep up to date with financial products and legislation and comply with all industry rules and regulations.
Essential
- Experience as a Financial advisor (Wealth Management)
- The equivalent of a level 4 diploma in financial planning and experience in giving pension and investment advice
- Looking to progress in their career and become chartered (if not already)
- Needs to be Flexibility/ adaptability to cope with change
- Needs to be computer literate, ideally used the following systems; (but not essential)
Dynamic Planner
Intelligent office
Selecta pension
Benefits
- Uncapped bonus potential
- Pension and death in service benefits after qualifying probation period
- Bonus payable after validation period
- Also, happy to look at self-employed basis
- Hybrid working
Uncapped OTE
To apply for this job please visit www.reed.co.uk.
Make this application stronger
Use these quick checks before applying so your CV, interview preparation and job search are better matched to this vacancy.
Before you apply
Check the key details and make sure the role matches what you are looking for.
- Review the job title, company, location, salary and working pattern if provided.
- Check the skills, experience or qualifications requested by the employer.
- Make sure the commute, hours and contract type are realistic for you.
Tailor your CV
For Accounting & Finance Jobs, highlight the most relevant skills, experience and achievements linked to this type of work. Keep it honest, clear and focused on what the employer is asking for.
Use the CV Builder or browse Career Advice.
Prepare for interview
If your application is successful, prepare simple examples that show your motivation, strengths and suitability.
Keep searching smarter
Do not rely on one application. Keep searching similar roles and set up alerts so new vacancies reach you faster.