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Independent Financial Advisor

Location
Peterborough, Cambridgeshire
Salary
£35,000 to £45,000
Job Type
Permanent
Posted
1 Jul 2021
Are you a confident and enthusiastic Financial Advisor looking for a new role?

Coulter Elite Resourcing are currently looking for a Financial Advisor to work with one of their most repitable clients based in Peterborough.

Responsibilities

contacting clients and setting up meetings
conducting in-depth reviews of clients' financial circumstances, current provision and future aims
analysing information and preparing plans best suited to individual clients' requirements
completing risk analyses
researching the marketplace and providing clients with information on new and existing products and services
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
promoting and selling financial products to meet given or negotiated sales targets
negotiating with product suppliers for the best possible rates
keeping up to date with financial products and legislation
contacting clients with news of new financial products or changes to legislation that may affect their savings and investments
meeting the regulatory aspects of the role, e.g. requirements for disclosure, costs of the services provided and also the advised products. Qualifications

Level 4 qualified
Happy to work toward chartered status
Can do team player attitude
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Details

  • Job Reference: 318659720-2
  • Date Posted: 1 July 2021
  • Recruiter: Coulter Elite Resourcing
    Coulter Elite Resourcing
  • Location: Peterborough, Cambridgeshire
  • Salary: £35,000 to £45,000
  • Sector: Accounting
  • Job Type: Permanent