Financial Advisor

Salary: £54,000 – £66,000 per year

My client, a nationwide financial advisory firm are looking to recruit several Financial Advisers in Corby, Northamptonshire.

Specific Responsibilities:

• Provide strategic advice across a variety of financial products and services (Pensions, Investments & Savings, Protection)

• Assess clients’ financial circumstances, understand their needs and develop a comprehensive financial plan

• Make recommendations to clients that meet their goals and ambitions

• Cultivate the client base and build relationships

• Keep abreast of new industry developments and research the market to ensure that knowledge is current

• Keep up to date with financial products and legislation and comply with all industry rules and regulations

Experience & Skills:

• Experience as a Financial Adviser or other relevant experience

• Accuracy, attention to detail and the ability to explain complex information clearly and simply

• Qualified to Level 4 Diploma in Financial Planning as a minimum

• Good knowledge of compliance, TCF, Data Protection Act and Anti-Money Laundering requirements

• Excellent communication skills and the ability to ask appropriate questions of clients

• Good analysis skills, money management skills and planning skills

• Enthusiasm and willingness to assist clients

• Ability to manage own workload

• Flexibility/adaptability to cope with change

• Full driving licence and own car essential

Critical Knowledge required:

• Knowledge of FCA rules relating to the financial advice process

• Working knowledge of compliance

• Knowledge of the current marketplace

Should you have any questions or wish to apply please do not hesitate to contact Clear Legal & Financial Recruitment.

Please Note: Due to the number of applications we receive we may be unable to respond to every application directly. If you have not heard from us within 3 working days, please assume your application has been unsuccessful.