Financial Advisor

Location Grantham
Discipline: Accountancy & Finance, Office & Commercial Support, Sales & Marketing
Job type: Permanent
Salary: £ Self Employed - unlimited earning potential
Contact name: Ed Jepson

Published: 3 months ago
​We’re on the hunt for a skilled and experienced Financial Advisor on a Self-Employed basis.

Our clients are a multi-office operation and offer a range of Financial Services to their clients across the UK including investments, retirement, protection, insurance, tax planning, equity release and estate planning.

We have an opportunity for an experienced Financial Advisor with level 4 Diploma (CF30) qualification in Financial Planning to join this successful business on a working from home self-employed basis.

The Opportunity:

A qualified and motivated Financial Advisor with great customer service skills and experience in dealing with a wide range of differing client needs. You’ll be confident in building and developing new client relationships as you seek to identifying your clients short, medium and long-term financial planning goals. Supporting them with the best Financial Advice helping them by mapping out a financial goals route and managing the process.

Benefits:

  • Existing client bank

  • Work home based – Manage your own diary

  • Work for a leading Financial company

  • Comprehensive back-office support

Skills and experience required:

  • Natural drive to manage and develop clients

  • Superb Listener and Rapport Builder

  • Able to build and maintain strong customer relationships

Do you have a proven track record of writing high levels of business year on year and Finicial Advisory experience within a whole of market advisory capacity? If so apply today in confidence for this superb opportunity.

This vacancy is being advertised on behalf of RecruitME who are acting as a recruitment agency. RecruitME is committed to equal opportunity and diversity.