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As part of their succession planning, our Client in the North East of England, is looking to appoint 2 additional Financial Advisers. The business has a family feel, an excellent reputation and truly values employees.
This is an exceptional opportunity, as the roles will be on an employed basis with clients provided (circa 150), along with full administration and paraplanning support, to allow you to focus on your clients.Responsibilities will include:-路 Conducting service reviews (predominately North East, some UK travel)路 Providing advice across pensions, investments, IHT and protection路 Developing new business路 Developing relationships and continuity of business路 Ensuring all advice is compliant
Qualifications:
路 QCF Level 4 (DipPFS / DipFA), Chartered desirable
Candidate Requirements:
路 Must hold CAS/SPS as a Financial Adviser路 Possess excellent knowledge across retirement planning, estate planning, investment advice, tax strategies路 Be able to service existing clients and develop additional business路 Face to face sales experience路 Excellent communications skills and able to build rapport quickly路 A professional approach, well-presented and credible路 Be a team player路 The desire and ability to learn and where required, study further路 A full, clean driving licence and car路 Reside in the North East of England
Benefits:
Enhanced benefits including:
- 35 hour week (M-F 9-5) PLUS flexible working options
- 28 days holiday (plus bank holidays), plus 2x volunteering days, plus buy/sell option
- 4 x DIS
- 7.5% pension contribution
- Private medical insurance
- Sick pay (13 weeks) and income protection
- Enhanced Maternity/Paternity/Adoption pay
- Generous annual bonus
- Free parking / accessible by bus and train
- Study support
- Opportunities to progress
