Junior Financial Advisor

Is your chosen career path as a Financial Advisor? Have you completed ALL or some of the FA qualifications? Do you have a minimum of one years’ experience of working as a Financial Advisor? Out client is an establish Wealth and Asset Management, offering independent financial advice. They are specialists in pensions, investments, protection and inheritance tax planning. This is a fantastic opportunity to be a part of the growth of this established business.

You will be a valued integral part of this team, with support to develop and grow your portfolio of clients. Your 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 Strong communicator and relationship manager Committed to ongoing personal and professional development A candidate that has a ‘go to’ attitude and able to self generate own business leads Able to build strong relationships with both the clients and the team you will be working with.

Keep up to date with financial products and legislation and comply with all industry rules and regulations. Desirable
• Has previous experience in the financial services sector
• Ideally equivalent of a level 4 diploma in financial planning and experience in giving pension and investment advice
• Looking to progress in their career and become chartered