Financial Adviser / Trainee Financial Adviser
Benefits:Hours: 9-5 (flexible) Hybrid working availableHolidays: 25 (plus close at Xmas)Pension: 5% matchedBonusRegular salary reviewsStudy supportCandidate Requirements:• Previous advice experience is desirable, not essential • Research and analytical skills • Competent with IT and the ability to use FE Analytics and Voyant • Excellent communication, interpersonal and listening skills • Ability to explain complex information simply and clearly • Ability to network and quickly establish trusted client relationships • Exceptional client servicing skills • Ability to work in a team • Self-motivated with good time management skills • Highly organised - maintaining client records, technical and compliance requirements • Ethical, flexible and professional approach to work • Sound decision-making skills • Discretion and an understanding of the need for client confidentiality • Committed to continuous technical and professional development, ensuring that knowledge and skills remain currentRole:Are you an experienced Financial Adviser, who would relish the opportunity of looking after an established client bank?Or are you an experienced and Diploma qualified Paraplanner, keen to move into a Trainee Adviser role, where full support and clients will be provided?Due to continuing growth, an established financial planning business in north Teesside, has an immediate requirement for an additional Financial Adviser. Ideally, you''ll have experience and hold CAS however, this client is ..... full job details .....
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