An excellent opportunity for experienced Mortgage Advisers, Paraplanners and those that already provide financial advice is now available.
This is a fantastic opportunity, whether you come from an independent or a banking background and want to build a successful career as an adviser or expand on an already successful advising career.
- APPLICANTS MUST HOLD LEVEL 4 DIPLOMA IN FINANCIAL ADVICE
The Benefits :
All leads are professionally introduced through a robust lead generation processAttractive remuneration termsFull paraplanning and admin supportMarket focused training providedBusiness and personal developmentAn infrastructure to fully support all Advisers delivering a first-class service to clients and therefore enhancing your incomeNational coverage.Many great opportunities for Advisers to really maximise their earning potential.The Role :
Your goal will be to ensure clients make wise and profitable decisions to meet their financial GoalsPrepare sound financial plans to ensure clients meet their targetsAdvise clients on current financial issues and make recommendationsGenerate new business and build introducer relationshipsCustomise financial plans according to clients’ changing needsBuild strong relationships to retain existing clientsMaintain and update knowledge of regulations, practices, and financial productsAbout You :
Ability to analyse financial information and comply with regulationsProficiency in MS Office and CRM systemsAttention to detail and strong math skillsStrong ethics, with a customer-oriented attitudeOutstanding communication skills, with the ability to foster long-term relationshipsDiploma in Financial ServicesQualifications :
Diploma in Financial AdviceStrong understanding of investment and pension businessExcellent interpersonal skills goals.Ambition and Hunger