Financial Advisor – ND1

Salary £45,000 - £55,000
Job Type Permanent
Location Marlborough

My client, a Financial Advisory Firm based in Marlborough are seeking a Financial Advisor to join their expanding group.

Specific Responsibilities:

  • Provide strategic advice across a variety of financial products and services (Pensions, Investments & Savings, Protection)
  • Assess clients’ 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:

  • Experience as a Financial Adviser or other 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
  • Good knowledge of compliance, TCF, Data Protection Act and Anti-Money Laundering requirements
  • Excellent communication skills and the ability to ask appropriate questions of clients
  • Good analysis skills, money management skills and planning skills
  • Enthusiasm and willingness to assist clients
  • Ability to manage own workload
  • Flexibility/adaptability to cope with change
  • Full driving licence and own car essential

 

Critical Knowledge required:

  • Knowledge of FCA rules relating to the financial advice process
  • Working knowledge of compliance
  • Knowledge of the current marketplace

 

Should you have any questions or wish to apply please do not hesitate to contact Clear Legal & Financial Recruitment.

Please Note:  Due to the number of applications we receive we may be unable to respond to every application directly. If you have not heard from us within 3 working days, please assume your application has been unsuccessful.

Contact/Further Information

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Job Enquiry

Job Title: Financial Advisor - ND1
Job Reference: ND1

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2 Station Road, Brundall
Norwich, NR13 5LA