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Financial Advisor (Level 4) Date Added 11/09/2019

Permanent Job

We are looking for a talented and enthusiastic Financial Advisor to join our clients business, whose mission is to genuinely help their clients.


Sector: Personnel
Type: Permanent
Location: Ossett
Salary: £45,000 + bonus

Key Responsibilities

  • Providing strategic advice across a variety of financial products and services 
  • Assessing clients overall financial picture, understanding their needs and developing a solid and tailor made financial plan 
  • Guiding clients towards a profitable and secure financial decision
  • Cultivating a strong client base and building win-win relationships 
  • Keeping abreast of new industry's trends and research market to back up financial consulting
  • Overseeing the course of the financial plan and update it, if necessary, to ensure profits 
  • Complying with all industry rules and regulations 

Key Skills and Experience

  • Demonstratable experience and proven track record of achieving and exceeding targets in the financial services sector 
  • Excellent verbal and written communication skills in order to listen to, assess and connect with clients and understand their various need

Our client is an expanding business looking for experienced advisors across the North of England. Not only do they offer a market-leading reward package designed by their existing advisors but, for those who embrace the opportunity to grow both themselves and the business, this could truly be the last career move you'll want to make. This is an exciting chance to take on a fresh challenge and develop your career.

Personal Qualities

We are looking for 2 top performing financial advisors who match our clients values and principles. Someone who puts their clients first and who genuinely wants to use their expertise to help their clients achieve their unique financial planning goals. 

Someone who is able to thrive in a challenging role using their drive and determination to succeed. Someone who can use their maturity and wisdom to ensure client commitment and lasting relationships.  Someone with a business mindset combined with a solutions-oriented  outlook to problem solving. 

Closing Date

30/10/2019, 12:00


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