Our sister company, Contractor Wealth, are looking for a financial adviser to join their team and maximise business potential.
As a financial adviser you will be liaising with clients and working within agreed timescales to achieve targets. You should be able to offer a high level of client care and demonstrate excellent communication skills.
On a daily basis you will be providing financial advice to high net-worth clients and make recommendations on how to best meet their goals. You will have an excellent working knowledge of pensions and investments, and will provide all advice over the phone. It will be your responsibility to contact clients about any changes to legislation that may affect their savings. You should be able to work individually, as part of a team and have the ability to build strong relationships between Clients, Para-planners and Product Providers.
In return, you will be provided with leads, administrative support and a competitive remuneration package, with added bonuses.
To be successful in this role you must be an experienced Level 4, Diploma Qualified Financial Adviser and have experience of working within a regulated Financial Services environment. In addition, you must have achieved CAS and have the ability to work in a compliant manner within a regulatory framework.
If you are interested in the above position, please email your CV and cover letter to email@example.com.
Angela James: "Contractor Wealth was a business in its infancy when I began working for the company. I was an experienced adviser before joining, but I saw this career path as an exciting opportunity for myself to adapt my skills as a specialist adviser. During this time I have been able to further my existing knowledge and become an expert within my field. I get great satisfaction from helping my clients fulfil their financial goals, and I am really looking forward to watching Contractor Wealth grow.”