Job Title: Part / Fully Qualified Financial Adviser / Planner Job Reference: 472
Location: Horncastle
Job Type: Full time
Salary: Dependent on Experience plus excellent staff perks
A well-established, independent, Financial Services business with an excellent reputation is looking to expand their team by recruiting a Part / Fully Qualified Financial Adviser / PlannerThe role is pinnacle to the expansion plans and would suit a candidate who has a previous experience in the financial industry with an excellent understanding of investments. This role includes excellent career progression and full training will be provided.
Key responsibilities and accountabilities:
ü Work with clients to develop Financial Plans
ü Work with existing team to develop own career path to complement existing team skills
ü Commit to being involved in the long-term growth of the Company
ü Sign up to company work practice ethics
ü To increase the reputation of the business through business networking
ü To grow your own portfolio of clients
Candidate requirements
ü Ambition to become Chartered
ü RO1-6 or FPC 1,2 & 3. Previous 5 years plus in the financial industry
ü Excellent education background including Maths and English of C or above at GCSE level, a degree would be advantageous
ü A long-term career commitment to the role with an interest in becoming involved in managing the business as part of the Company succession planning
ü A clean personal financial history
ü Commitment to continual learning
ü Excellent IT skills
ü Full driving licence
If you have any queries or speculative questions your first port of call is Horncastle Recruitment. 01507 211501
If you feel you have the necessary skills and qualities to fill this post, please send your CV with covering letter stating why you are the right person to fill this position, to kay@horncastlerecruitment.co.uk
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