Financial Adviser

Peterborough, Cambridgeshire
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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

Job Info
CV-Library logo
Job Title:
Financial Adviser
Company:
CV-Library
Location:
Peterborough, Cambridgeshire
Salary:
£40000 - £100000 Per annum
Posted:
Nov 5th 2024
Closes:
Dec 6th 2024
Sector:
Accounting, Financial & Insurance
Contract:
Permanent
Hours:
Full Time
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