Investment Adviser - Dip PFS required

  • Location:

    Surrey, England

  • Sector:

    Financial Services

  • Job type:


  • Salary:

    Extensive Benefits and Bonus. ote £70,000

  • Contact:

    Nick Tagg

  • Contact email:

  • Job ref:


  • Published:

    21 days ago

  • Expiry date:


  • Start date:


Are you passionate about financial planning, articulate and committed to succeeding in your career? And are you ready to take the next exciting step? You'll be earning a very competitive salary in your first year, in this very attractive role based in SE London

My client, an ambitious, global company, is looking to employ an Investment Adviser to help sell the Company's Investment Service to the employees of a portfolio of corporate clients. The ideal client will have a minimum of 2 years' experience providing regulated pensions and investments advice

Duties of the Investment Adviser role include:
? Using presentations and one-on-one meetings to communicate the Investment Service to existing pension scheme members
? Assessing the client's attitude to risk and identifying areas of a shortfall in a client's financial plan and making appropriate recommendations where gaps are identified
? Maximising further business opportunities in accordance with targets set

Taking on challenging responsibilities, you'll demonstrate recent financial accounting experience as well as investment, banking, accounts and financial analyst experience.

What this Financial Services role offers you:
? A very competitive starting salary with the chance to grow within the company
? Personalised mentoring and training programmes
? An excellent benefits package and attractive bonus structure
? An inclusive and progressive working environment
? Much, much more.

Due to COVID-19 you'll only be expected and encouraged to return to your new office environment when it's deemed safe to do so. All interviews will be conducted online or on the phone. Your health and safety are of primary importance to Search Consultancy and our client.

For more information and to discuss this excellent Investment Adviser opportunity, please click below to apply today.

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.