Financial Advisor

enable Recruitment

Posted 23 days ago, valid for 6 days

Stansted, Essex CM24 8PL, England

£35,000 - £42,000 per annum

Full Time

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Sonic Summary

The position available is for a Financial Advisor located in Stansted, Essex, with a basic salary of up to £100,000 depending on experience and qualifications.
The firm is an award-winning independent financial advice company known for providing bespoke advice and wealth planning expertise.
Candidates must have a minimum of 3 years of financial advice experience, with knowledge in areas such as Retirement Planning, Investments, and Pensions.
Applicants should be at least Level 4 Qualified, with Level 6 being desirable, and possess strong client relationship skills.
The role offers benefits including a bonus scheme, active client bank, exam funding support, and generous annual leave.

Financial AdvisorSalary: Basic up to £100,000Location: Stansted, EssexWe are thrilled to have partnered with an award winning independent financial advice firm who are actively looking to expand their Advice team! Our client has built themselves a brilliant reputation within industry, and pride themselves on providing truly bespoke advice and wealth planning expertise to their clients across the UK.If you are a detailed-orientated professional with a passion for financial planning and client service, we’d love to hear from you!What you'll be doing:

Providing financial advice to a book of existing clients based across the area via phone call, online meetings and in person meetings
Working closely with the clients, provide advice across a wide range of cases such as Pensions, Investments, Retirement Planning etc.
Liaising with the Paraplanning & Administration teams to provide positive client outcomes
Adhering to FCA requirements and Compliance Policies

What you need to apply:

Level 4 Qualified as a minimum, Level 6 is desirable
3+ Years Financial Advice experience with knowledge in Retirement Planning, Investments, Pensions
The ability to form positive relationships with clients

What's in it for you?

A basic salary of up to £100,000 dependent on experience and qualifications
Bonus scheme
Active client bank ready to service
Social opportunities throughout the year
Exam funding and support
Progression opportunities
Generous annual leave allowance

What next?Hit apply or contact Abi directly!abi@enable-recruitment.co''

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Financial Advisor

Financial Advisor

IFA Administrator (Senior)

Paraplanner