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Financial Advisor

Ashley Rees Associates
Posted 2 days ago, valid for a month
Location

Chester, Cheshire CH36DD, England

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鈥檚 services as part of the process. By submitting this application, you agree to Reed鈥檚 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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  • An Independent Financial Adviser based in Chester is looking for an experienced adviser with a strong track record in generating new business.
  • This full-time position offers a salary along with bonuses, a car allowance, and private medical benefits.
  • The role involves growing a portfolio of clients from provided leads and developing new external business opportunities.
  • Candidates should possess an entrepreneurial mindset, be preferably Chartered or at least Level 4 qualified, and have experience in a target-driven sales environment.
  • Proficiency in financial planning areas such as investments, pensions, protection planning, and corporate financial planning is also required.

An Independent Financial Adviser based in Chester is seeking an experienced adviser with a proven track record in new business. This is a salaried full-time position plus bonus, car allowance and private medical, based in their prestigious offices.

Duties will include:

路 Growing a portfolio of clients from leads provided.

路 Seeking and developing new external business opportunities.

The successful candidate will have an entrepreneurial mindset and prepared to invest in themselves, preferably Chartered or at least Level 4 qualified, with experience working in a target-driven sales environment. Also proficient in all areas of financial planning covering investments, pensions, protection planning and corporate financial planning.

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鈥檚 services as part of the process. By submitting this application, you agree to Reed鈥檚 Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.