At a Glance
- Tasks: Provide top-notch financial advice and support clients in achieving their financial goals.
- Company: Join a reputable financial firm with a focus on client satisfaction.
- Benefits: Competitive salary, flexible hours, and a supportive team environment.
- Other info: Dynamic team atmosphere with opportunities for professional development.
- Why this job: Make a real difference in clients' lives while growing your financial expertise.
- Qualifications: Experience in financial planning and strong communication skills required.
The predicted salary is between 40000 - 50000 £ per year.
Description
We are currently looking for an experienced Financial Planner to join our team in Penrith.
The successful candidate will have extensive knowledge in providing clients with first class advice in line with the FCA regulations, ensuring a brilliant service.
- Office: Perspective (Cumbria)
- Location: Penrith
Hours: Monday – Friday 9am to 5pm with a one-hour break (35 hours)
Salary: Competitive dependant on experience and qualifications. Available upon request.
Please note: any offer of employment is subject to satisfactory criminal record background checks.
Requirements
- Accuracy, attention to detail and the ability to explain complex information clearly and simply.
- Strong communication skills; and the ability to ask appropriate questions of clients.
- Good analytical skills, money management skills and planning skills.
- Enthusiasm and willingness to assist clients.
- Ability to manage own workload.
- Flexible/adaptable to cope with change.
- To be motivated, friendly and professional at all times; and provide impartial unbiased advice.
- Excellent time management to ensure appointments are scheduled with realistic time frames.
- Act in a professional manner when dealing with colleagues/stakeholders.
- Ability to work as part of a Team; collaborating with the local team including Paraplanners and Administrators; and across the wider business as appropriate.
- Detailed understanding of the advice process.
- Detailed understanding of financial planning.
- Detailed understanding of products and solutions to meet client needs.
- Up to date knowledge of the financial market place.
- Good understanding of regulatory requirements; including Consumer Duty requirements; GDPR; and anti-money laundering requirements.
Financial Adviser (Penrith) employer: Perspective Financial Group
As a Mortgage Advisor with our Perspective (North West) team, you will enjoy the flexibility of remote work while being part of a supportive and collaborative culture that prioritises professional growth. We offer competitive salaries and a commitment to providing first-class service to clients, ensuring that you have the resources and training needed to excel in your role. Join us for a rewarding career where your expertise is valued and your contributions make a real difference.
Contact Details:
Perspective Financial Group Recruitment Team
