Employed Financial Adviser

My client is an expert Financial Planning firm, specialising in Pensions, Investments, Mortgages, Life, Health and Critical Illness Insurances, dealing with both Individuals and Busineses throughout the UK.Due to a recent company acquisition we are seeking an Employed Financial Adviser who will take over, manage and nurture an existing client bank. You will be responsible for managing a HNW book of over 100 clients and responsible for developing new business from within the existing client bank (we are NOT seeking a new business hunter for this role).Specific duties will include:Meet potential new clients to ascertain their current and future financial planning needsProvide quality Investment Advice in accordance with current regulations and within the firms standards and proceduresIntroduce clients to the wider support team of the businessMaintain the existing HNW client book and retain excisting clientsBuilding and maintaining a strong network of professional connectionsIdentify and make suggestions to the Investment propositions and make recommendationsThe successful candidate will either be a qualified Financial Adviser with demonstrable experience of maintaining and developing solid client relationships & professional networks within the Financial Advice space, either way you’ll have a minimum of 3-4+ years working as a Financial Adviser.You will have a Diploma in Regulated Financial Planning at the minimum with very strong knowledge of Pensions, Investments and Retirement Planning. It would be to your advantage if you are already Chartered level, or have a desire to become Chartered. You will be educated to at least A level standard, with good grades.A great salary package will be offered coupled with a great bonus scheme, which will be dependant upon your skills, previous experience and current qualifications.Additional informationVACANCY DETAILSLocation:StockportCLOSING DATESep30APPLY NOW!If you would like to apply for this vacancy by uploading your CV to Lime then please use the form below.Vacancy ApplicationWe would love to hear from you! Please fill out this form and we will get in touch with you shortly.Your Name*Your Email*Date of Birth*Where do you live*Application Statement*Please include why you would like to be considered for this ApprenticeshipCompany Registration:Lime People Search & Select Ltd 08062097The Lime People Group of Companies includes Lime People Search & Select Ltd, Lime International Management Enterprises S.L.
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