Aspire Personnel Ltd
Junior Financial Advisor
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Junior Financial Advisor
Salary £35-£50K DOE
Location - Olney
Is your chosen career path as a Financial Advisor?
Have you completed ALL or some of the FA qualifications?
Do you have a minimum of one year’s experience of working as a Financial Advisor?
Our client is an established Wealth and Asset Management company, offering independent financial advice. They are specialists in pensions, investments, protection, and inheritance tax planning. This is a fantastic opportunity to be a part of the growth of this established business. You will be a valued integral part of this team, with support to develop and grow your portfolio of clients.
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Your key responsibilities:
- Servicing an existing client bank and generating new opportunities
- Be able to assess clients’ financial circumstances, understand their needs, and develop a comprehensive financial plan, and have the knowledge and expertise to advise on complex matters
- Strong communicator and relationship manager
- Committed to ongoing personal and professional development
- A candidate that has a ‘go to’ attitude and is able to self-generate their own business leads
- Able to build strong relationships with both the clients and the team you will be working with.
- Keep up to date with financial products and legislation and comply with all industry rules and regulations.
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Desirable
- Has previous experience in the financial services sector
- Ideally equivalent to a level 4 diploma in financial planning and experience in giving pension and investment advice
- Looking to progress in their career and become chartered
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