Employed Financial Advisor - Sheffield

Job reference
1674C829
Location
Sheffield, South Yorkshire, United Kingdom
Start date
To be arranged
Sector(s)
IFA jobs
Contract type(s)
Full time
Salary
£50,000-£70,000
Date posted
08/01/2021

Job Title: Financial Advisor

Salary: £50,000 - £70,000 Per annum

Location: Sheffield 

Experience (essential): 3 years’ experience 

Qualifications (essential): Dip PFS (or equivalent)

The proposition:

We are looking for an experienced Financial Adviser for a highly regarded independent Financial Advice company;

The Independent Financial Adviser will provide comprehensive financial advice to prospective and a portfolio of 80 existing clients, based on their financial requirements.

As an Independent Financial Adviser, you will be responsible for generating business by networking, responding to incoming enquiries, arranging client meetings, conducting comprehensive fact finds and presenting the most appropriate financial advice for your clients.

RESPONSIBILITIES
• Provide financial planning to prospective and existing clients.
• Compile accurate investment reports that reflect client requirements and meet internal business standards.
• Undertake regular fact-finding, presentations and service review meeting with clients.
• Maintain and ensure client files are kept up to date.
• Identify new business opportunities.
• Follow up on all enquiries in a timely manner.
• Generate a business pipeline to meet your targets.
• Ensure on-going and continuous professional development.

EXPERIENCE and SKILLS
• Diploma Level 4 qualified.
• Proven track record of working as a Financial Adviser.
• The motivation and drive to exceed business targets.

You will receive a generous basic salary with a first year earning of £70,000 per annum and a competitive employer pension contribution. The package will also include PMI, a discretionary bonus scheme and many more employee benefits. You can expect an ongoing training programme tailored to you and your ongoing professional development.

The Company

• Our client is an Award Winning, Independent financial planning firm founded over 14 years ago. They have a team of 15 highly skilled individuals. They value their staff and the ideas that they bring to the table to achieve their goals and improve the business for the better. They are always looking for talented individuals to join their team.

 

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Antony George Recruitment
Company
Antony George Recruitment
Phone
01268669313