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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