Financial Adviser

Financial Adviser Oldham £45,000 - £50,000 Plus Bonus

Due to a pending retirement, we have an excellent opportunity for a Financial Adviser to join their team to service and grow an existing client bank

• Good basic salary
• Generous bonus scheme
• Full Admin and Paraplanning support
• 25 days holiday + Bank Holidays
• Full client bank provided
• Company pension
• Free Parking

This role will suit someone who has excellent relationship building skills and has been working within financial planning with experience of Pensions & Investments.

• Contacting clients and conducting in-depth reviews of clients' financial circumstances, current provision and future aims
• Analysing information and preparing plans best suited to individual clients' requirements
• Assisting clients to make informed decisions
• Researching information from various sources, including providers of financial products
• Reviewing and responding to clients changing needs and financial circumstances

• Previous experience as a CAS Adviser, providing advice across pensions, investments and other financial products
• Progress towards Chartered Financial Planner status advantageous, but a level 4 Diploma is essential
• Detailed knowledge of financial planning solutions
• You must be able to demonstrate a good understanding of financial matters and strong analytical skills
• Strong interpersonal skills

Our client is looking for a confident, switched-on individual who has drive to exceed expectations and deliver a high level of client service