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Financial Adviser

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Salary Competitive
Type Permanent
Location Crewe
Sector
Job Reference UK2A/MAS/28137
Contact Mark Singleton
Date posted 19-02-2018

My client who are a well respected IFA practice are now recruiting for a Financial Adviser.
Basic salary is up to £45,000 + bonus OTE £65,000 + benefits.

Relevant Skills and Knowledge

Whole of market financial services knowledge and Level 4 Diploma Qualification/CAS status

Provision of advice to clients in a compliant manner

General Responsibilities

Comply with the Financial Services and Markets Act 2000, the FCA Statements of Principle & Code of Practice and the relevant FSA rules at all times.
Comply with the relevant Compliance, T&C and Anti-Money Laundering Procedures of the firm at all times.
Keep up to date with all relevant product, legislative or technical changes
Specific Responsibilities

Prospect / contact potential clients to ensure sales targets are met.
Ensure sufficient client information obtained and analyse information gathered.
Undertake sufficient product and market research in conjunction with Paraplanners.
Meet client review service standards of the business
Ensure suitable recommendations are made.
Ensure all supporting documentation is available and maintained.
There is an Excellent Salary, Bonus & Benefits Package Available!

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Contact Mark about this job

VP, Consultant