Chartered Financial Adviser
Salary
Up to 75,000
Location
Weston-super-Mare
Job Type
Full Time
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Job Title: Chartered Financial Adviser
Industry: Financial Services
Location: Weston-super-Mare
Salary: Up to £75,000
Reference Number: 15766
Job Description:
Recruit UK are working on an excellent opportunity for a Chartered Financial Planner in Weston-super-Mare to join a Chartered Financial Planning Firm.
Our client has opened a senior role within an independent firm. This position is with a major South West practice and the role will see you supporting their growth. The role will predominately include servicing existing clients!
Duties will include but not be limited to the following:
- Deliver client-focused, professional financial advice to new and existing clients.
- Develop the business via internal introducers.
- Network and present to groups of professionals.
- Engage with clients, define their objectives and agree on project fees.
- Complete fact finds and gathers all other information required
- Research existing arrangements and consider other options to achieve client objectives.
- Prepare suitability reports to explain recommendations.
- Assist clients with the completion of any required paperwork.
- Carry out regular reviews for existing clients.
- Keep up to date with all relevant product, legislative and technical changes.
- Ensure a current statement of professional standing (SPS) is held at all times.
- Attain and maintain a level of competence as required by the firm.
- Take responsibility for, and deliver client service to, a high standard.
- Ensure all work carried out is compliant and complete.
- Undertake other duties and projects as required.
- Salary: up to £75,000
- 25 days annual leave plus 8 days bank holiday leave
- Benefits inc: Pension scheme, DIS, Health scheme + flexible benefits
- Excellent access to support
- Client bank, and lead generation
- 5 years of relevant experience in Financial Services
- Level 4 CII Diploma in Financial Planning, Level 6 Advanced Diploma (essential)
- CAS (currently)
- SOLLA accreditation (desirable)
- Effective communicator
- Tenacious, decisive and self-motivated
- Adaptable, organised and conscientious
- Outstanding relationship skills, clients requirements are always your highest priority
- Start every journey with a conversation to find out about you in-depth.
- Provide honest feedback on where you fit in the jobs market.
- Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we’ll tell you.
- Take a holistic mindfulness approach – career happiness is rarely just about the money.
- Cover the whole of the UK with a local touch through our regional teams.
- Never pester you.