Financial Adviser

Job Title: Financial Adviser

Location: Okehampton

Salary: £53,000 - £55,000 + Bonus

The Company:

The opportunity to join a growing National Wealth Management firm who offer financial advice to families, Companies and high net worth individuals. Their friendly and helpful approach is highlighted by their outstanding client retention rate.

They are looking for an enthusiastic, hardworking individual to join their growing team based in the heart of Devon. The main purpose of the role will be to provide advice and a comprehensive service to new and existing clients, focusing particularly on pensions, investments, tax and protection.

This a fantastic opportunity for someone to inherit a client bank and look to grow their portfolio, as well as earning additional bonus’s.

Responsibilities:

• Attending client meetings on and off site
• Build long standing relationships and develop new relationships with clients
• Staying compliant and ensuring all notes and information is collated properly
• Understand a clients financial situation and collecting this information for financial needs analysis
• Support other employees and contribute to the total business

The Required Skills:

• Level 4 Diploma qualified or higher (Chartered Desirable)
• Minimum of 5 years in a similar advice position
• CAS & SPS
• Willingness to undertake industry relevant qualifications
• Organised and hard working
• Excellent knowledge of Pensions, Investments and other financial products
• Proficient using Microsoft Office and other back-office systems

To discuss this opportunity further, please contact one of our Financial Planning specialists at Capio Recruitment.

"INDSBWEA"