Financial Adviser – Investments, Pensions, Mortgages

  • Job Reference: AWDO-P5565
  • Date Posted: 29 June 2020
  • Recruiter: AWD online
  • Location: Northampton, Northamptonshire
  • Salary: £60,000 to £70,000
  • Bonus/Benefits: + Car Allowance
  • Sector: Banking, Insurance & Financial Services
  • Job Type: Permanent
  • Work Hours: Full Time
  • Contact: CV Response Team

Job Description

Financial Adviser who has a strong background in financial planning and providing advice for investments, pensions, protection and mortgages for individuals and businesses is required for a well-established Financial Planning Firm.

Full Admin and Paraplanning Support Provided.

 

SALARY: £60,000 - £70,000 OTE + Car Allowance

LOCATION: We have multiple positions in Northamptonshire, Warwickshire, Berkshire and Wiltshire. Successful candidates will cover the closest location to where they live.

JOB TYPE: Full-Time, Permanent

 

JOB OVERVIEW

We have a fantastic new job opportunity for a Financial Adviser who has a strong background in financial planning and providing advice for investments, pensions, protection and mortgages for individuals and businesses.

A team of fully qualified Financial Advisers, Planners, Mortgage & Protection Advisors offer friendly and professional advice in all aspects of financial planning. As a National company they can offer advice regardless of where clients maybe in the UK.

The Company’s Board has an impressive combined knowledge within financial services, with decades of cumulative experience in the industry, in addition to wide-ranging and diversified skills and expertise. A flat and modern management structure ensures that these benefits are quickly and easily passed through to their Financial Advisers, Planners, Mortgage & Protection Advisors and support staff to clients.

 

DUTIES

Your duties and responsibilities as a Financial Adviser:

  • Provide Financial Planning support to clients
  • Provide full holistic financial advice to a varied range of clients
  • Support investment professionals to cultivate client relationships

 

CANDIDATE REQUIREMENTS

Qualifications:

  • Diploma in Financial Advice
  • Some Industry Sales experience
  • Strong understanding of the investment business
  • Excellent interpersonal skills

 

You will also possess the follow skills:

  • Understanding complex information
  • Team building
  • Consistency
  • Professionalism
  • Research and analysis
  • Listening and communication
  • Analysing financial data
  • Collaboration 
  • Proficiency
  • Adaptability
  • Client confidentiality
  • Record keeping

 

HOW TO APPLY

To be considered for this job vacancy, please submit your CV to our Recruitment Team who will review your details. CV’s of Job Applicants meeting this requirement will be submitted to our Client for consideration. By submitting your job application to us you are hereby giving us your express consent to submit your details to our Client for this purpose.

JOB REF: AWDO-P5565

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