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Chartered Financial Advisor

Salary Competitive
Type Permanent
Location London
Sector UK & Regional
Job Reference UK02/HNB/29549
Contact BRUIN Financial
Date posted 13-08-2018

Our Client, a reputable Chartered Financial Planners firm, is currently looking for a Chartered Financial Advisor to join the team in their London Office. This opportunity is based in Central London and requires an immediate start.

Essential skills, Experience and Qualifications:
- Diploma or equivalent, preferably chartered status.
- CAS status.
- Demonstrated ability to build and maintain long term client relationships.
- Successful past performance in advisory roles.
- Ability to work under pressure and to meet deadlines.
- Ability to understand and communicate advice processes effectively.
- Effective communication of holistic financial planning strategies and solutions.

General 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 and Benefits package available.

For more information please send your CV to or contact me on 0161 697 4172

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