Dorking
Financial Adviser – Surrey – £55K – 65K
Following an extremely successful period of business, our client is now looking to expand by adding a new experienced Financial Advisor to the Financial Planning team. Working closely on Investment, pension, retirement planning and Inheritance tax planning.
This business is looking to grow even further. They are willing to invest in the successful candidate to make sure the employee feels valued and can grow within the business.
You will be looking after an existing client book worth circa. £25 million.
Key responsibilities
- 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
- A candidate that has a ‘go to’ attitude and able to self generate own business leads
- Keep up to date with financial products and legislation and comply with all industry rules
Desirable
- Minimum of 3 years experience in the financial services sector
- The equivalent of a level 4 diploma in financial planning
- Needs to be Flexibility/ adaptability to cope with change
Benefits
- Paraplanning support will be provided
- Pension and death in service benefits after qualifying probation period
- Also, happy to look at self-employed basis
Apply today to be considered for this paraplanner opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. Additionally, refer a friend or colleague to us and receive £200 when we assist them in securing a new career!