Financial Advisor

Financial Advisor – (Must have experience working with education professionals)

Location: Taunton, Hybrid Working

Salary: Basic Salary up to £50,000 DOE with a generous bonus scheme. Achievable OTE of £100k year one and £160k year two onwards.

Are you a Financial Advisor with experience helping education professionals to reach their financial goals.

Are you a forward-thinking individual who would like to join a fully supported team working in an excellent environment based in Taunton? Our client is looking to recruit experienced Financial Advisors helping education professionals to reach their financial goals. There is a clear remuneration structure in place and an opportunity to progress to board level for the right candidate.

Key Responsibilities required Financial Advisor:

• Assessing & identifying financial needs for new and existing clients
• Conducting product research
• Implementing money laundering processes
• Providing holistic financial planning services
• Conducting lifestyle planning assessments
• Presenting financial recommendations to clients
• Conducting client financial reviews
• Keeping up to date with regulatory changes
• Networking with professional partners
• Contributing to marketing initiatives
• Maintaining an up-to-date Statement of Professional Standing
• Participating in ongoing CPD activities

Requirements for the Financial Advisor:

• Level 4 qualified (Diploma in Financial Planning)
• Experience in an authorised financial planning role with competent adviser status
• Strong ambition and attention to detail
• Excellent communication and interpersonal skills
• Experience in helping education professionals to reach their financial goals.

How to Apply:

Please contact Marie McDermott on 02030964533 or email marie.mcdermott@tate.co.uk to discuss this superb opportunity.