Financial Advisor

Financial Advisor

An exciting opportunity has arisen with one of my clients who is now looking for a professional financial adviser to join their successful team.

You will be offering expert advice on suitable investments, private pensions, tax planning, and insurance products and provide a valuable service to work with our established client base of clients and companies in the UK, predominantly in Yorkshire. You will have the opportunity to work with the existing in-house team, including administrators and para planners, to service the existing clients and help develop the business in the future.

The principal functions of a financial adviser are to provide customers with accurate information and bespoke deals that will enable them to make an educated choice that suits their specific requirements.

This role will require a mix of telephone and face to face advice. Job incumbents need to maintain transparent financial and contract details and liaise with service providers.

Ideally Chartered qualified (will consider Diploma) in financial planning is mandatory for candidates.

You will need to be self-motivated and numeric and have good communication and organisational skills. Working independently as self-employed or under your own companies.

Full Responsibilities of the role:

Your tasks will vary depending on your specific role but will typically involve:

• contacting clients and setting up meetings, either within an office environment or in clients' homes or business premises
• 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
• designing financial strategies
• 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
• liaising with head office and financial services providers
• communicating with other professionals, such as estate agents, solicitors and valuers
• keeping up to date with financial products and legislation
• producing financial reports
• 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.

My client offers an excellent Bonus and benefits structure as well as hybrid working between the office and home.

This is a fantastic opportunity for the right individual to join a successful team and forge a long-term career.