• Location:

    South West England, England

  • Sector:

    Financial Services

  • Job type:

    Full Time

  • Salary:


  • Contact:

    John Keane2

  • Contact email:


  • Job ref:


  • Published:

    4 months ago

  • Expiry date:


  • Start date:

    19/11/2019 15:13:27

Financial Adviser based in the South West with a well established Wealth Management company, competitive basic salary with good benefits and bonus opportunity.

The role will include servicing existing clients and also business development.

Main Duties

* Deliver client focused, professional financial planning advice to new and existing clients.
* Develop the business via internal introducers.
* Network and present to groups of professionals.
* Engage with clients, define their objectives and agree project fees.
* Complete fact finds and gather all other information required to satisfy "know your customer" requirements.
* Research existing arrangements and consider alternative solutions to achieve client objectives.
* Prepare suitability reports to explain recommendations.
* Ensure clients understand recommendations and answer any questions they may have.
* Assist clients with the completion of any required paperwork.
* Carry out regular reviews for existing clients.
* Maintain all supporting documentation.
* Keep up to date with all relevant product, legislative and technical changes.
* Ensure a current statement of professional standing (SPS) is held at all times.



* Level 4 CII Diploma in Financial Planning
* Level 6 CII Advanced Diploma in Financial Planning
* CII Chartered Financial Planner

Benefits include

* 25 days annual leave plus 8 days bank holiday leave
* Contributory Company Pension Scheme
* Benefits & Rewards Package

Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age.