Financial Advisor

Are you an experienced Financial Advisor seeking a new opportunity?

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

This position will see the successful individual service an existing client bank. The role comes with admin support and a generous basic salary and profit share.

Working hours:

• As a Financial Advisor, you'll be required to work Monday to Friday
• Hybrid working available after qualifying period.

The successful Financial Advisor will be offered:

• £50.000 - £57,500 basic (dependent on experience)
• Profit share
• 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.