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Financial Advisor

NXT Recruitment
Carlisle, Cumbria, United Kingdom
Competitive Salary
Closing date
Nov 25, 2021

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Job Role
Salary Range
United Kingdom - GBP - £
Contract Type
Full Time
Level of qualification
Qualified, CIMA
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Financial Advisor

Job type: Permanent

Carlisle, Cumbria (able to offer WFH/hybrid working)

Competitive basic + 40% commission

NXT are excited to be working on behalf of a rapidly expanding financial planning and wealth management business, as we recruit for an experienced Financial Advisor. We want to speak with ambitious, target driven professionals. If you're looking to advance your career with a dynamic, award-winning business, then we want to hear from you!

Due to the nature of this role, candidates do not need to be Carlisle based. If you live within a commutable distance and you're able to work from the Carlisle office 1 or 2 days a week, that will work too!

The role:

• Establishing great working relationships with both new and existing clients

• Leading in client meetings and identifying the long terms needs and goals of your client

• Preparing sound financial plans

• Customising financial plans according to the client's changing needs

• Generating new business through networking

• Staying up to date with knowledge of regulations, practices and financial products

• Diary management

What you will need:

• Diploma level 4 qualified Financial Advisor

• 2+ years' experience as a Financial Advisor

• Experience of advising clients on Investments, Pension and Protection

• Proven track record

• Ability to convert leads into new business

• Ambitious, hungry and driven!

Apply today or for more information, please call Emma on 01228 812585

NXT Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this position, you accept the Terms and Conditions, Privacy Policy and Disclaimers, which can be found at the NXT Recruitment website.

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