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.