Experienced Financial Advisor - Weybridge

Job Type:
Job Sector:
Financial Services
South East
£80,000 to £80,000 per annum
GCB Recruitment
Job Ref:

My clients are a highly successful and respected IFA. They have enjoyed a significant amount of growth year on year and are now in the enviable position where expansion is necessary to ensure all their clients are supported as expected. They work with clients with care, professionalism, knowledge and trust; as such they expect all their employees to have the same ethos throughout their career.

The Role:

* As a Financial Advisor, you will contact clients and book meetings for in-depth reviews of client's financial circumstances, current provisions and future aims. These reviews largely take place in peoples’ homes and in the office.
* Analyse information and liaising 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.
* Ensure adherence to compliance rules and procedures in the filing of CPD records.
* Develop and maintain client relationships and contact your clients regarding news of financial products/changes to legislation that may affect their savings and investments and ensure that service is delivered to clients in line with the agreed fee/retainer/service level.
* Continuous development of a client bank and maximising opportunities ensuring profitable relationships are built.
* Effectively use internal systems to accurately record and update client detail.

Knowledge Skills & Experience Required:

* Fully qualified advisor (Diploma in Regulated Financial Planning)
* Ideally, 5 years’ experience in a similar role
* Excellent communicator with exceptional grasp of the English Language; both written and spoken.
* You will be computer literate with an exceptional attention to detail.
* You will be highly self-motivated and a natural self-starter

In return for this role my clients are looking to offer a basic salary of between �35,000 -�45,000 plus commission. OTE is around �80,000 - �100,000.

Due to high amounts of applications if you have not been contacted within 7 days, please consider your application as unsuccessful.

This job has been posted by GCB Agency Recruitment Ltd who is acting as the Employment Agency in relation to this vacancy, working on behalf of their client who is confidential at this stage.

Contact Details:
GCB Recruitment
Tel: 01603 667777
Contact: Oliver Cliffe

You may return to your current search results by clicking here.


This website uses cookies. Read our cookie policy for more information. By continuing to browse this site you are agreeing to our use of cookies.

Latest Job Listings