At a Glance
- Tasks: Help clients with financial planning and grow your own client portfolio.
- Company: Established Wealth and Asset Management firm offering independent advice.
- Benefits: Support for professional development and a chance to make a real impact.
- Other info: Opportunity to progress your career and become chartered.
- Why this job: Join a growing team and develop your skills in a dynamic environment.
- Qualifications: Experience as a Financial Advisor and strong communication skills required.
The predicted salary is between 38250 - 46750 £ per year.
Is your chosen career path as a Financial Advisor?
Have you completed ALL or some of the FA qualifications?
Do you have a minimum of one years’ experience of working as a Financial Advisor?
Out client is an establish Wealth and Asset Management, offering independent financial advice.
They are specialists in pensions, investments, protection and inheritance tax planning.
This is a fantastic opportunity to be a part of the growth of this established business.
You will be a valued integral part of this team, with support to develop and grow your portfolio of clients.
- Your key responsibilities –
- Servicing an existing client bank and generating new opportunities
- Be able to assess clients’ financial circumstances, understand their needs and develop a comprehensive financial plan, and have the knowledge and expertise to advise on complex matters
- Strong communicator and relationship manager
- Committed to ongoing personal and professional development
- A candidate that has a ‘go to’ attitude and able to self generate own business leads
- Able to build strong relationships with both the clients and the team you will be working with.
- Keep up to date with financial products and legislation and comply with all industry rules and regulations.
Desirable
- Has previous experience in the financial services sector
- Ideally equivalent of a level 4 diploma in financial planning and experience in giving pension and investment advice
- Looking to progress in their career and become chartered
Junior Financial Advisor in Olney employer: Aspire Personnel Ltd
Aspire Personnel Ltd offers a dynamic and supportive work environment for the Senior Contract Manager role, where you will play a pivotal part in shaping the future of diagnostic solutions. Located in Milton Keynes, the company fosters a culture of collaboration and innovation, providing ample opportunities for professional growth and development while ensuring compliance with industry standards. With a focus on employee well-being and a commitment to excellence, this is an ideal place for those seeking meaningful and rewarding employment in the healthcare sector.
