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Financial Advisor based in Essex

Job Specification

Finance , Financial Services
Essex

Overview

Financial Adviser.

This could be your opportunity to be a part of a growing organisation in the Essex area. They are looking for an established Financial Adviser to assist existing clients in managing their portfolios. You will be mostly involved in providing savings and protection solutions to clients to help them plan for a range of circumstances. If you are looking for a great income potential, independence and flexibility, this could be the role for you.

Responsibilities.

  • Provide planning support to clients.
  • respond to prospective investment professionals to cultivate client relationships.
  • Prepare financial plans and answer queries about Financial Planning.
  • Be a part of the development plans for the business.
  • Offer an expertise to fellow Advisers.
  • Constantly being in touch with the latest changes and how it may affect Financial Planning.

Skills.

  • 5+ years industry experience as a Financial Adviser.
  • CFP licence.
  • Degree in Finance or related field.
  • Experience managing AUM of £10+ million.
  • Strong knowledge of investments and financial planning concepts.

Requirements.

  • Fully qualified level 4 Diploma
  • Achieved CAS
  • Own client bank (optional)
  • Clean driving licence and own car.

 

 

 

Speak to one of our consultants 0203 764 2350



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