Financial Adviser 12 views

Financial Adviser

Job Type : Permanent, Full Time

Salary : £40000 – £45000/annum

My client is looking for an experienced Financial Adviser to join their team in Coatbridge, North Lanarkshire.

Ideal Candidate

• Experienced Adviser with Diploma qualification / Mortgage qualification and Cergi is a
bonus
• Mortgage or Financial Planning background
• Demonstrable record of business production
• Ability to bring clients to Birchwood from existing home
• Target driven
• Success orientated
• Wanting to achieve high income

About the Financial Advisor Role:

You will cover a designated client bank offering a full financial planning service tailored to meet each client’s own specific requirements.

You will offer financial advice that is best suited to meet the clients' needs. The services you provide will include retirement planning, life insurance, income protection, critical illness, investments and inheritance tax planning.

You will be required to build long term relationships with your clients, allowing you to adapt and review their individual strategies in line with their own requirements, aspirations and financial plans.

Should you have any questions or wish to apply please do not hesitate to contact Clear Legal Recruitment Limited.

Please Note: Due to the number of applications we receive we may be unable to respond to every application directly. If you have not heard from us within 3 working days, please assume your application has been unsuccessful

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