Job Details  
Advertiser: Candidate Channel

 
Job Title: Desk Based Financial Consultant
Location:Farnborough
Rate:£35K to £40K Per Year    Benefits: Plus Bonus + Bens OTE 60K
Description: Financial Advisor/Retirement Consultant - 38,000 - 40,000 Basic + Excellent Benefits + Bonus

Based: Hampshire - Office based

Our Client is looking for a number of Financial Advisor/Retirement Consultant to join their expanding office based team, providing profitable, effective and compliant independent financial planning advice, (pensions and annuities). Candidates applying for this role must be QCA Level 4 Diploma qualified and ideally have up to 2 years previous industry experience.

Key Responsibilities:

* Promote and provide a comprehensive and compliant service to new and existing Clients
* Identify/develop new business opportunities from existing Client’s, introducers and referrals
* Provide compliant and accurate advise on Pension Maturities in line with our Clients standards and procedures
* Act with integrity and deliver in accordance with TCF principles at all times and comply with FSA rules
* To ensure all revenue targets are met through conscientious and focused approach to work
* To produce and issue suitability reports for clients
* To introduce clients requiring other types of financial advice to appropriate consultants
* Produce compliant suitability reports for Clients and complete relevant MI data

Essential Skills and Experience:

* QCA Level 4 Diploma qualified with previous Pensions/ At Retirement experience within a Paraplanner or Consultant role
* Driven and focused individual with excellent Communication skills with Clients
* Pension maturity knowledge, including Annuity options, income drawdown etc
* Well organised and good time management with strong Microsoft office skills word/excel
* CII Certificate in Financial Planning or CII Financial Planning Certificate or equivalent
* Strong application of Technical skill in regulated planning
* Driven to succeed and strong sales abilities to achieve target

This is an excellent opportunity to join a market leading Business and progress your career. Full training will be provided for the successful candidate on our Client’s business process, workflow and back-office system, and there are genuine opportunities to progress. Apply today or telephone us for more information about this role.

Radley Recruitment is dedicated to helping you find your next career move, so if you are looking for a new role, submit your CV to us and we can help you find that perfect job.
Skills Required: "Financial Advisor" and "Pensions*" or "IFA" of "FA" or "independent Financial Advisor"
Job Type: Permanent
Start Date: asap     Duration:
Contact: Radley Recruitment Contact E-mail: Click
Contact Tel: 01242 210212 Contact Fax:
Reference: RR0423 Added: 20-03-2018
  IMPORTANT: For jobs based in the UK it is unlawful to employ a person who does not have permission to live and work in the UK. Please ensure you have this permission before applying, unless the advert states otherwise.
 
 
 
 
 
 
 
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