Financial Advisor

£35,000 - £50,000 per annum, OTE £80,000+
18 Oct 2016
02 Nov 2016
Contract Type
A vibrant expanding Financial Services company in the centre of Chichester are looking for a Certified Financial Adviser to join their team. They are a newly established, whole of market, network Authorised Representative, firm looking to expand its activities and product range. They have a small passionate team which is growing with the business. Their offices are located within a few minutes walking distance of the town centre, train station and numerous bus stops, this company focuses on promoting a full range of financial products. They believe in value, integrity, respect and teamwork. As the Chartered Financial Advisor your duties will include: - Actively promoting the company's portfolio of products and services to existing and potential clients (via the telephone). - Contacting clients with news of new products or changes in legislation that may affect their protection policies. - Conducting in-depth reviews of clients' financial circumstances including their current situation and future aims, by using effective questioning skills. - Analysing information and preparing plans best suited to individual clients' requirements. - Reviewing risk assessments to ensure the advice provided is most appropriate for the individual clients' situation. - Researching the marketplace and providing clients with information on new and existing products and services. To be a successful Chartered Financial Advisor you will have the following skills and experience: - Chartered Insurance Institute (CII) Level 4 Diploma in Regulated Financial Planning. - Knowledge of mortgages, loans, investments, insurance, tax and private pensions providing a valuable service to clients and companies in the UK. - Financial services industry experience. - Statement of Professional Standing (SPS Certificate). - Member of Personal Finance Society. - High level of technical knowledge. - A good level of numeracy and IT skills. In return, the Chartered Financial Advisor will receive a salary of £35,000 - £50,000 per annum, OTE £80,000. The first stage of the application process is to apply online. Candidate Source Ltd is an Advertising Agency working on behalf of an Employment Agency. By applying for this position you are giving us permission to pass your CV and covering letter to a third party in relation to this specific vacancy. A full copy of our privacy policy can be viewed on our website.