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Permanent

Financial Advisers Nationwide (Remote)

Cambridgeshire
money-bag 10000-500000 Annual
3089369495
Posted Yesterday

Job Title: Financial AdviserIndustry: Wealth/Asset ManagementLocation: Remote, Nationwide OpportunitiesSalary: Up to £80,000Job Ref: 10003Job Description:I''m currently working with a few firms who are looking for qualified Diploma Level 4 Financial Advisers nationwide. You''ll be part of a progressive and client-focused wealth management firm as a employed adviser.Across the board in these roles, you will understand your clients'' current and future financial goals and formulate easy to understand financial strategies, guiding your clients to financial independence.The roles offer remote working with access to office locations if preferred. There is an expectation to attend face to face client meetings.Key Responsibilities will include:Build long term relationships and deliver excellent client outcomesReviewing and responding to clients'' changing needs and financial circumstances, keeping Introducers and clients up to date with new financial products, or changes to legislation that may affect their clients'' pensions, savings, investments and financial plansAcquiring and developing new business from new/existing clients and professional introducers, via personal business planning, referrals and company lead generation programmeOptimising the use of all marketing opportunities available, including via social media and networking with introducers and other professionals to develop new businessDeveloping and maintaining good client and introducer relationships through client m

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