Junior Financial Advisor in Olney, Milton Keynes

Is your chosen career path as a Financial Advisor?

Have you completed ALL or some of the FA qualifications?

Do you have a minimum of one years’ experience of working as a Financial Advisor?

Out client is an establish Wealth and  Asset Management, offering independent financial advice.

They are specialists in pensions, investments, protection and inheritance tax planning.

This is a fantastic opportunity to be a part of  the growth of this established  business.

You will be a valued integral part of this team, with support to develop and grow your portfolio of clients.

Your key responsibilities –

• Servicing an existing client bank and generating new opportunities
• Be able to assess clients’ financial circumstances, understand their needs and develop a comprehensive financial plan, and have the knowledge and expertise to advise on complex matters
• Strong communicator and relationship manager
• Committed to ongoing personal and professional development
• A candidate that has a ‘go to’ attitude and able to self generate own business leads
• Able to build strong relationships with both the clients and the team you will be working with.
• Keep up to date with financial products and legislation and comply with all industry rules and regulations.

Desirable

•          Has previous experience in the financial services sector

•          Ideally equivalent of a level 4 diploma in financial planning and experience in giving pension and     investment advice

•          Looking to progress in their career and become chartered