Financial Advisor

GCB AGENCY RECRUITMENT; Chelmsford; Hybrid; GBP 50,000 - 58,000; Full time

Job summary

A local financial planning firm in Chelmsford is looking for an experienced Financial Advisor to manage an existing client bank, offering a base salary between £50,000 to £57,500 based on experience, along with profit share and healthcare benefits. The successful candidate must hold a minimum Level 4 qualification, possess strong communication skills, and demonstrate exceptional attention to detail. Hybrid working is available after a qualifying period.

Benefits

Profit share

Parking

Healthcare (after qualifying period)

Qualifications

• Minimum Level 4 qualification.
• Excellent communication in English, both written and spoken.
• High level of computer literacy and attention to detail.

Responsibilities

• Service an existing client bank.
• Liaise with internal support to prepare tailored recommendations.
• Research financial products and provide client information.
• Maintain relationships and continuously develop client bank.

Skills

Excellent communication skills

Strong computer literacy

Self-motivated

Exceptional customer service

Education

Qualified advisor (Minimum Level 4)

Job description

Are you an experienced Financial Advisor seeking a new opportunity?

Our clients, a well-established and independent Financial Planners based in the Chelmsford area, arecurrentlylooking for a Financial Advisor to join their team

This position will see the successful individual servicean existing client bank.The role comes with admin support and a generous basic salary and profit share.

Working hours:

• As a Financial Advisor, you'll be required to work Monday to Friday
• Hybrid working available after qualifying period.

The successful Financial Advisor will be offered:

• £50.000 - £57,500 basic(dependent on experience)
• Profit share
• Parking
• Healthcare (after the qualifying period)

Financial Advisor requirements:

• Qualified advisor (Minimum Level 4)
• Excellent communicator with an exceptional grasp of the English Language, both written and spoken.
• Strong computer literacy with exceptional attention to detail.
• You will be highly self-motivated and offer exceptional customer service

As a Financial Advisor, your role will involve the following:

• Dealing with an existing client bank
• Analyse information and liaise with internal support to prepare recommendations best suited to individual clients' requirements and review financial reports.
• Researching an approved panel of product providers and providing clients with information on new and existing products and services.
• Commercial awareness: keeping up to date with financial products and legislation as well as ensuring your technical knowledge is maintained.
• Develop and maintain client relationships
• Continuous development of a client bank and maximising opportunities ensuring profitable relationships are built.