Financial Advisor

Financial Advisor
Leeds
Salary up to £60,000 DOEAre you an experienced Financial Advisor looking for your next step in your career?Are you looking to join a vibrant office with an early finish on a Friday?Interested in hearing about an uncapped earning potential.My client is looking for an experience Financial Advisor to join their team, you will ensure clients are provided with the best financial advice journey with the aim of building long lasting relationships with their trusted Advisor throughout their lives, whilst contributing to the growth and profitability of the team.Duties of Senior Financial Advisor:Keep up-to-date with new product, technical or legislative changes within the marketplace.
Comply at all times with the Compliance and Training and Competence Procedures of the firm.
Comply at all times with the requirements of the Financial Services and Markets Act 2000, and the FCA Principles, Rules and the Code of Practice for Approved Persons.
Identify and contact potential clients. Gather sufficient client information and identify client needs.
Analyse information gathered and undertake sufficient research to make suitable recommendations.
Complete all supporting documentation in an accurate manner.
Attain and maintain competent status as defined by FCA and the firm.
Maintain performance standards in accordance with those outlined in the Key Performance Indicators section of the Training and Competence procedures.
Via self-assessment and feedback, identify Continuing Professional Development (CPD) needs to maintain and enhance Competent status and undertake appropriate activity to meet those needs.
Mentoring and training of Adviser Team to help build skills and knowledge.
Essential:Must have a qualification
Demonstrates substantial experience providing financial advice and achieving/exceeding relevant KPIs
Detailed knowledge of FCA and the firms record keeping requirements
Excellent communication, interpersonal and listening skills
The capability to explain complex information simply and clearly
The ability to establish relationships with clients
Excellent research and analytic skills
Benefits:Holidays 25 days plus Bank Holiday
Quarterly Bonus Scheme
4pm Finish on a Friday
5% Employer pension contribution
Annual performance related Company bonus and salary review
Discounted annual rail season ticket
Regular social events throughout the year
Opportunities for continuous professional developmentIf you have the required skills and background to be successful within this role then please contact me or hit apply!