Financial Advisor Job in Braintree, Essex. Apply for the latest Braintree, Essex jobs in Accounting/Financial/Insurance.
Financial Advisor Job in Braintree, Essex
Job Description
My client, a nationwide financial advisory firm are looking to recruit several Financial Advisers in Braintree, Essex.
Specific Responsibilities:
• Provide strategic advice across a variety of financial products and services (Pensions, Investments & Savings, Protection)
• Assess clients’ financial circumstances, understand their needs and develop a comprehensive financial plan
• Make recommendations to clients that meet their goals and ambitions
• Cultivate the client base and build relationships
• Keep abreast of new industry developments and research the market to ensure that knowledge is current
• Keep up to date with financial products and legislation and comply with all industry rules and regulations
Experience & Skills:
• Experience as a Financial Adviser or other relevant experience
• Accuracy, attention to detail and the ability to explain complex information clearly and simply
• Qualified to Level 4 Diploma in Financial Planning as a minimum
• Good knowledge of compliance, TCF, Data Protection Act and Anti-Money Laundering requirements
• Excellent communication skills and the ability to ask appropriate questions of clients
• Good analysis skills, money management skills and planning skills
• Enthusiasm and willingness to assist clients
• Ability to manage own workload
• Flexibility/adaptability to cope with change
• Full driving licence and own car essential
Critical Knowledge required:
• Knowledge of FCA rules relating to the financial advice process
• Working knowledge of compliance
• Knowledge of the current marketplace
Should you have any questions or wish to apply please do not hesitate to contact Clear Legal & Financial Recruitment.
Please Note: Due to the number of applications we receive we may be unable to respond to every application directly. If you have not heard from us within 3 working days, please assume your application has been unsuccessful
Job Type: Permanent, Full Time
Location: Braintree, Essex
Category: Accounting/Financial/Insurance
City: Braintree
County: Essex
Country: United Kingdom
Salary: £45000 – £55000/annum
Benefits:
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