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Financial Adviser

GCB Recruitment
Posted 18 hours ago, valid for a month
Location

Chelmsford, Essex CM3 4SX, England

Salary

£35,000 - £42,000 per annum

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Contract type

Full Time

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

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  • Our client, a rapidly growing financial services firm, is looking for an experienced financial adviser to join their team.
  • The role involves providing expert guidance on financial management and developing strategic cashflow plans for clients.
  • Candidates must have a Level 4 Diploma and at least 2 years of relevant experience, along with excellent communication and interpersonal skills.
  • The salary package ranges from £45,000 to £70,000, with an OTE of £100,000 and a bonus structure.
  • This position offers a collaborative work environment with opportunities for professional growth and development.

Our client, a rapidly growing financial services firm, is seeking an experienced financial adviser to join their dynamic team. In this role, you’ll work closely with clients, providing expert guidance on managing their finances through strategic cashflow planning and offering ongoing, reliable support. The ideal candidate will have a strong ability to understand client needs and recommend the most suitable products and services to achieve their financial goals. Our client offers a fantastic company culture, complete with modern offices, annual events, and a collaborative environment that prioritises employee satisfaction and growth. This is an exciting opportunity to join a firm that’s making a real impact!

Salary package on offer for the role of Financial Advisor:

  • £45,000 - £70,000 Basic Salary
  • £100,000 OTE
  • Bonus Structure

Working Hours:

  • Monday – Friday
  • Office or home-based dependent on location

Requirements for this Financial Advisor role:

  • Level 4 Diploma
  • Excellent communication, interpersonal and listening skills
  • The capability to explain complex information simply and clearly
  • The ability to network and establish relationships with clients
  • A target-driven mindset

Responsibilities of the Financial Advisor are:

  • Arranging client appointments
  • Managing and maintaining client relationships
  • Growing a successful client book
  • Conducting annual client reviews
  • Maintaining high professional standards

Apply now in a few quick clicks

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.