Financial Advisor

GCB Recruitment

Posted 24 days ago, valid for 17 days

Chelmsford, Essex CM3 4SX, England

£35,000 - £42,000 per annum

Full Time

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Sonic Summary

A well-established Financial Planning firm in Chelmsford is seeking an experienced Financial Advisor to join their team due to business growth.
The position offers a salary of £45,000 plus profit share and additional benefits such as healthcare and parking after the qualifying period.
Candidates must be qualified advisors with a minimum of Level 4 certification and possess strong communication and computer skills.
The role involves managing an existing client bank, analyzing information, and providing tailored financial recommendations.
Hybrid working options are available, and applicants should be highly self-motivated with a focus on exceptional customer service.

Are you an experienced Financial Advisor seeking a new opportunity where hybrid working is an option?

Our clients leading and well-established Financial Planners based in the Chelmsford area, are currently looking for a Financial Advisor to join their team due to business growth.

This position will see the successful individual have the opportunity to grow their career and service an existing client bank.

Working hours:

As a Financial Advisor, you'll be required to work Monday to Friday
Hybrid working is also an option

The successful Financial Advisor will be offered:

£45,000 basic
Profit share
Career Progression
Parking
Healthcare (After the qualifying period)

Financial Advisor requirements:

Qualified advisor (Minimum Level 4)
Excellent communicator with an exceptional grasp of the English Language; both written and spoken.
Strong computer literacy with exceptional attention to detail.
You will be highly self-motivated and offer exceptional customer service

As a Financial Advisor, your role will involve the following:

Dealing with an existing client bank
Analyse information and liaise with internal support to prepare recommendations best suited to individual clients' requirements and review financial reports.
Researching an approved panel of product providers and providing clients with information on new and existing products and services.
Commercial awareness: keeping up to date with financial products and legislation as well as ensuring your technical knowledge is maintained.
Develop and maintain client relationships
Continuous development of a client bank and maximising opportunities ensuring profitable relationships are built.

Due to the high amounts of applications if you have not been contacted within 7 days, please consider your application unsuccessful.

This job has been posted by GCB Agency Recruitment Ltd which is acting as the Employment Agency in relation to this vacancy, working on behalf of their client who is confidential at this stage.

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