My Shortlist

Your shortlisted jobs will appear here. To view your shortlist: Login Or Register

Date Added: Mon 15/08/2022

Employed Junior Financial Adviser

Guildford, GU1, UK
Apply Now

Company: LIME PEOPLE SEARCH & SELECT LTD

Job Type: Permanent, FullTime

Salary: £30000 - £45000/annum +bens +bonus

Employed Junior Financial Adviser

My client is a leading Financial Planning firm based in the Guildford areas, but with offices Nationwide, managing clients money and providing sound financial Advice to both businesses and individuals with regards to Pensions, Investments, Retirment / Estate Planning.

We are urgently seeking a Junior Financial Adviser, ideally someone who has recently qualified with their Diploma in Financial Advice / Planning and either looking to take their first step into Advice or possibly your 2nd role in Advice.

Specific duties will include:

* Meet potential new clients to ascertain their current and future financial planning needs

* Provide quality Investment Advice in accordance with current regulations and within the firms standards and procedures

* Introduce clients to the wider support team of the business

* Maintain the existing HNW client book and retain excisting clients

* Building and maintaining a strong network of professional connections

* Identify and make suggestions to the Investment propositions and make recommendations

The successful candidate will have around c3 years experience working within the Financial Services sector, ideally within an IFA firm. You will have recently qualified with a Level 4 Diploma in Financial Planning / Financial Advice, and will be looking for the next step in your career towards becoming a Financial Adviser.

Ideally you'll have strong knowledge of Pensions, Investments and Retirement Planning. You will be educated to at least A level standard, with good grades.

A great salary package will be offered coupled with a great bonus scheme, which will be dependant upon your skills, previous experience and current qualifications
Apply Now