Financial Advisor

Financial Advisor £45k - £50k plus benefits

Working from Home

Are you looking for a role within a reputable company with an existing client base and the ability to work from home? (whilst still being commutable to Birmingham as this is where your client base will be!)

Do you have 2 years + experience in a practicing position as a Financial Planner within a financial planning environment?

Are you looking for support to progress towards becoming a Chartered Financial Planner?

Then this may the opportunity for you!

Daily activities will include, but not be exhausted of:-

• Effectively selling the company's services across a wide spectrum of financial products
• Maintaining positive and profitable long-term relationships with clients and providing financial advice
• Preparation of financial life plans best suited to individual clients
• Submission of advice cases to Paraplanner and ensuring that suitability reports accurately reflect your advice before presenting to client.
• Meeting all legislative requirements and ensure that any business conducted is done in a compliant manner
• Creation of content for social media channels website and newsletter to attract new business e.g articles/blogs
• Deliverance of all of the above with integrity, empathy, honesty and professionalism!

Skills and experience:-

• At least 2 years' experience as a practicing Financial Planner within a financial
• planning environment.
• Statement of Professional Standing (SPS) from a relevant institute Essential
• Ongoing Level 4 competency must be demonstrated every year Essential
• Good credit history and no criminal record

Please be aware this advert will remain open until the vacancy has been filled. Interviews will take place throughout this period, therefore we encourage you to apply early to avoid disappointment.

Tate is acting as an Employment Business in relation to this vacancy.