Financial Advisor

JR United Kingdom; Taunton; On-site; GBP 50,000 - 80,000; Full time

Job summary

An established industry player is seeking a Financial Advisor to join their dynamic team in Taunton. This exciting opportunity offers a basic salary of up to £50,000, with the potential to earn an OTE of £100k in the first year, alongside a generous bonus scheme. As part of a supportive environment, you'll have access to a client bank to kickstart your career. Your role will involve assessing clients' financial needs, conducting product research, and providing comprehensive financial planning services. If you are ambitious and possess strong communication skills, this is the perfect chance to elevate your career and progress to board level.

Qualifications

• Experience in an authorised financial planning role is essential.
• Strong ambition and excellent communication skills are required.

Responsibilities

• Assessing financial needs for clients and conducting product research.
• Providing holistic financial planning services and recommendations.

Skills

Communication Skills

Interpersonal Skills

Attention to Detail

Financial Planning

Networking

Education

Competent Adviser Status

Experience in Financial Planning

Job description

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Salary: Basic Salary up to £50,000 DOE with a generous bonus scheme. Achievable OTE of £100k year one. Plus benefits.

Are you a Financial Advisor looking for an exciting new challenge/opportunity? Are you a forward-thinking individual who would like to join a fully supported team working in an excellent environment based in Taunton? Our client delivers exceptional financial planning service to their clients, and they will provide you with a client bank to help kick start your journey within the group. They have a team of very talented people to help you reach the pinnacle of your career and grow the business. There is a clear remuneration structure in place and an opportunity to progress to board level for the right candidate.

Key Responsibilities:

• Assessing & identifying financial needs for new and existing clients
• Conducting product research
• Implementing money laundering processes
• Providing holistic financial planning services
• Conducting lifestyle planning assessments
• Presenting financial recommendations to clients
• Keeping up to date with regulatory changes
• Networking with professional partners
• Contributing to marketing initiatives
• Maintaining an up-to-date Statement of Professional Standing
• Participating in ongoing CPD activities

Requirements for the Financial Advisor:

• Experience in an authorised financial planning role with competent adviser status
• Strong ambition and attention to detail
• Excellent communication and interpersonal skills

How to Apply: Please contact Marie McDermott on 02030964533 or email [emailprotected] to discuss this superb opportunity.