Our client has a new and rewarding opportunity for a qualified Financial Adviser to join its office in Kendal.
A Wealth Management firm that provide business, personal, and family finances to a wide range of clients.
With a firm focus on client care and satisfaction, the business is proud of its reputation and continue to grow through referrals and word of mouth from its existing clients.
They provide sound, appropriate advice across all areas of Financial Advice in a simple, jargon free manner.
This new opportunity is suitable for a self-motivated, driven individual that is looking for an exciting opportunity to grow and develop a client bank across the Kendal area.
The Role
Provide a consistent, excellent standard of financial advice to prospective, new and existing clients
Maintain effective and mutually beneficial ongoing relationships with clients
Maintain and continue to develop technical skills to the highest levels
Work closely with administration and paraplanning support
Operate according to the sales policies and processes of the firm and to adhere to the Code of Professional Standards
Develop and grow the existing client bank
Benefits
The firm is offering a highly competitive and generous package:
Competitive basic plus bonus and benefits
Admin and paraplanning support
Friendly office environment
Comprehensive professional development program
Relevant Skills and Knowledge
Will be highly motivated with a strong desire to continue their professional development
Have a proven track record of acquiring and retaining clients
Have a passion for building long term relationships with clients
Demonstrate ability to sound investment advice in a professional and articulate manner
Financial Planner, Kendal (BP-1344)
Our client has a new and rewarding opportunity for a qualified Financial Adviser to join its office in Kendal.
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