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Financial Adviser

Employer
808 Group Limited
Location
Liverpool, Merseyside, United Kingdom
Salary
Competitive Salary
Closing date
Feb 13, 2024

View more

Job Role
Other
Sector
Finance
Contract Type
Permanent
Hours
Full Time
Exciting Opportunity for Financial Advisor in Liverpool!

Position: Financial Advisor


Location:
Liverpool


Salary:
£40,000 to £65,000 per annum plus bonus + Benefits

Are you ready to elevate your career in the fast-paced world of financial planning? Join our team at a leading Chartered firm, recognised among the top 100 IFAs in the industry.

Qualifications:

Minimum Diploma in Regulated Financial Planning, working towards Chartered status.

Experience: Minimum 5 years in financial services.

Role Overview: As a Financial Adviser, you'll be at the forefront of driving business growth by developing new client relationships and maintaining existing ones. Shape the financial landscape with your expertise in crafting tailored financial strategies and investment management decisions.

Key Contributions and Outputs:

Develop and maintain client relationships to meet business targets.

Foster internal relationships to support business flow.

Promote the business profile within the profession and wider communities.

Provide personalized financial advice to clients.

Engage in continuous professional development.

Ensure responsible, compliant, and legislative business activities.

Responsibilities Include:

Develop and acquire new financial advice for business growth.

Handle technical aspects of client meetings, including financial recommendations and presentations.

Run and manage client meetings.

Prepare meeting notes and fact-finding documentation.

Follow through on all client requirements.

Manage ongoing review service aligned with the business's proposition.

Handle individual workflow and task delivery.

Additional Information:

Frequent travel for client visits, potentially outside office hours.

Stay updated on legislative and industry changes affecting the business.

Undertake reasonable additional duties as necessary for business needs.

Company Benefits:

25 days holiday plus bank holidays.

Birthday off.

Hybrid working post-probation.

Cycle to work scheme.

10x death in service.

Private Medical Insurance (PMI).

Pension (5%).

Bonus scheme.

Modern new office.

Chartered firm and top 100 IFA.

Join us in shaping financial futures! Apply now to be part of a prestigious team where your expertise makes a lasting impact.

(Confidentiality guaranteed. Our client is an equal opportunity employer.)

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