Financial Adviser

Sheffield

Guaranteed Client Bank

£40,000+ income stream

OTE £80,000

Job Summary

A professional financial adviser, who can offer expert advice on suitable investments, private pensions, tax planning, and insurance products and provides a valuable service to work with our established client base.

Financial Adviser Job Type

Will have the opportunity to work with the existing in-house team, including administrators and paraplanners, to service the existing clients and help develop the business in the future.

Financial Adviser Required Education, Skills and Qualifications

A professional financial adviser, who can offer expert advice on suitable investments, private pensions, and tax planning and provides a valuable service to clients and companies in the UK – predominantly in Yorkshire. The principal functions of a financial adviser are to provide customers with accurate information and bespoke deals that will enable them to make an educated choice that suits their specific requirements.

This role will require a mix of telephone and face to face advice (including virtual). Job incumbents need to maintain transparent financial and contract details and liaise with service providers. Ideally Chartered qualified (will consider Diploma) in financial planning is mandatory for candidates. Job holders need to be self-motivated and numeric and have good communication and organisational skills. Working independently as self-employed or under their own companies.

Benefits

Bonus structure and benefits to be discussed and will be subject to qualifications and experience.