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Employed Advisor

Employer
Coast Specialist Recruitment
Location
Horsham, West Sussex
Salary
From £50,000 to £65,200 per annum
Closing date
7 Nov 2019

View more

Sector
Business
Contract Type
Permanent
Hours
Full Time

This is an exciting opportunity for an experiences financial advisor to join and advice a firm on an employed basis.

Reporting to: Director

Responsibility for others: None

Location: Horsham

Hours of Work: Monday to Friday 9.00am to 5.30pm with 1 hour for lunch

Special Requirements: Some need to travel to clients based in the South East of England

Proposal:

  • This role is primarily based in the office, with the requirement from time to time to meet clients at their own offices or homes
  • You will be provided with clients to service and have the ability and desire to grow the client bank through networking and referrals
  • You will receive comprehensive compliance and administrative support

Requirements:

  • You must be currently working as an IFA/Financial Advisor
  • This will also suit individuals currently employed as bank assurance advisors or advisors with limited access to clients, but seeking higher rewards directly related to their hard work and success
  • You will be experienced in advising clients on all aspects of financial planning, including investments, pensions, mortgages and protection

Qualifications:

  • Full diploma qualification with at least 2 years relevant experience
  • CAS status, preferably be chartered and hold current SPS certificate

Key skills needed:

  • Detailed technical knowledge with which to provide a high quality financial planning service
  • excellent knowledge of products and prioritisation of needs and best advice
  • Ability to think through the consequences of actions taken both internally and operationally
  • Demonstrate the right attitude and culture, objectives and priorities
  • Ability to demonstrate positive attitude and behaviour and a flexibility to take on feedback to develop new skills and ways of thinking
  • Creative thinking ability
  • Thorough understanding of the Compliance, Legal, Statutory and Regulatory aspects impacting upon this areas
  • Excellent communication skills and high standards of literacy essential

If successful, candidates will go through a two stage interview process.


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