Financial Advisor

Financial Advisor:

• Full client bank on offer for an advisor to step straight into
• Extensive back office support leaving you to focus on the clients
• Opportunity to join a reputable regional firm with the clients at the heart of the business

Job Description:

• Nurturing based advising role coming in to conduct in-depth financial reviews for a pre-existing client bank with the purpose of maintaining and building on the long term relationships and ensuring client goals are met.
• Providing advice on expert matters such as investments, retirement planning, estate planning, later life advice
• Working collaboratively with the support team to ensure best practice and outcomes for clients
• Staying up to date with industry trends, regulations and best practices
• This is an on-site role as the majority of client meetings are carried out in my clients office locations

About the Company:

• Reputable independent regional advice firm providing quality holistic advice for nearly 40 years

Key Skills/ Essential Experience Required:

• Level 4 Diploma (as a minimum)
• CAS and SPS
• Good communication and listening skills

Salary/Benefits Information:

• £40,000 - £60,000 + bonus potential
• 25 days holiday + bank holidays and Christmas shutdown
• PMI
• DIS
• 8% employer pension contributions

Contact:

Jordan Cassell

Job Reference: JC/86747

Candidate care:

By responding to this advert you consent to Cavendish Maine processing the personal data included within this application.

If your application is successful we will contact you to discuss the opportunity in more detail, within 48 hours of receiving your application.

Should you not hear from us within 3 working days please assume your application has been unsuccessful on this occasion. Please be advised that if unsuccessful for this role we may keep your details in our hold file, during which time you may be contacted for other suitable vacancies. If you do not want us to do this please call us to advise.

In the meantime, we would like to thank you for your interest in Cavendish Maine.