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Are you a skilled Financial Advisor with a Level 4 Diploma, ready for a new challenge and able to start making an impact immediately? We have an exciting opportunity in Huntingdon with a well-established company seeking to expand its team with a dedicated and passionate professional.
Working hours:
- As a Financial Advisor, you'll be required to work Monday to Friday
- Hybrid working with 1 day a week from home
- Flexible start times
- Pension Scheme
- Generous life and Health Care cover
Financial Advisor requirements:
- Level 4 Diploma
- Excellent communicator with an exceptional grasp of the English Language; both written and spoken.
- Strong computer literacy with exceptional attention to detail.
- You will be highly self-motivated and offer exceptional customer service
As a Financial Advisor, your role will involve the following:
- Dealing with an existing client bank
- Analyse information and liaise with internal support to prepare recommendations best suited to individual clients' requirements and review financial reports.
- Researching an approved panel of product providers and providing clients with information on new and existing products and services.
- Commercial awareness: keeping up to date with financial products and legislation as well as ensuring your technical knowledge is maintained.
- Develop and maintain client relationships
- Continuous development of a client bank and maximising opportunities ensuring profitable relationships are built.
