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Exeter, Devon
Asset manager
Financial Advisor

Financial Advisor

Wise Employment

Posted 2 days ago, valid for a month

Exeter, Devon EX4, England

£36,000 - £43,200 per annum

Full Time

Retirement Plan

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Sonic Summary

The position for a Financial Advisor in Exeter is a full-time role offering a competitive salary dependent on experience (DOE) and 28 days of annual leave.
This opportunity is with a leading Law Firm in central Exeter, providing excellent benefits and potential for career progression.
Key responsibilities include providing impartial financial advice, maintaining existing client relationships, and attracting new clients.
Candidates must have a Level 4 qualification in financial advice or a relevant equivalent, along with strong customer service and communication skills.
Experience in negotiation, economics, accounting, and computer literacy is also required for this role.

Financial Advisor, Exeter, full-time, 28 days annual leave, competitive salary (DOE), pension scheme.

An excellent opportunity for an experienced Financial Advisor to join a leading Law Firm based in central Exeter has arisen offering great benefits and career progression.

Key responsibilities:

Provide clients with impartial finanical advice.
Supporting the company to build credibility and customer loyalty.
Maintaining the companys current client base alongside bringing in new clients.

As an experienced Financial Advisor you will have:

Level 4 qualification in financial advice or revevant Level 4 qualification.
Good customer service for productive client interactions.
Verbal and written communication, including active listening, for determining client needs and reporting financial progress.
Negotiation skills for securing the best deals for clients.
Understanding of economics and accounting.
Computer literacy, including confidence using office and accounting programs.

Does this sound like you? Are you ready for your next challenge within the Financial sector then Contact Kirsty today at at Elite Recruitment Solutions Exeter.

Apply now in a few quick clicks