An established independent financial advisory firm with a national presence is currently recruiting for a Financial Adviser to join their team. The firm specialises in providing advice to its clients' in the ‘At retirement’ space offering a whole of market proposition. This role will be based in their Northwich Office
You will be responsible for building and developing relationships with new and existing clients. The firm generate a substantial number of new pension related leads from their internet marketing activities, which you will then be responsible for guiding through the maze of options available.
You will hold your L4 Diploma, or you are about to qualify, in Financial Planning and have a successful track record within a sales environment. You may well have advised on Mortgages/ Personal protection plans. Telephone sales experience is very much desired.
With strong communication skills and a professional approach, you will be hungry to develop new opportunities through networking and prospecting and be confident in front of individuals and groups of people.
An experienced team of technical Paraplanners and Administrators will provide support, allowing you to maximise your potential to generate revenue against agreed targets.
If you have experience working within an IFA / Wealth Management firm, hold the Level 4 Diploma in Financial Planning or are about to qualify, and have a broad knowledge of pensions, investments and protection, this role would be ideal for you.
Company pension scheme.
On-site free parking
Hours of work: 9.00am – 5.00pm Monday - Friday