Financial Advisor
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- Ipswich
- Posted 23rd Feb 2011
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Posted by:
EMPLOYMENT SPECIALISTS LTD
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Salary:
£30k - £40k
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Job Type:
Permanent
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Address:
3A PRINCES STREET
Ipswich
IP1 1PN
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Contact:
01473 344950 or 01603 513090
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Reference:
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Job Description
Our Client has an exciting opportunity for a Financial Advisor reporting to the Director to manage existing clients.
Key Responsibilities
€¢ To service existing clients and review investment portfolios, offering appropriate independent advice.
€¢ To acquire and service new business in all areas – corporate and individual.
€¢ Maintain and develop professional connections.
Essential Skill and Experience Required
€¢ Thorough knowledge of the Financial Services industry and relevant legislation, as demonstrated by at least 3 years as an IFA or other exponent.
€¢ Experience in dealing with private clients and professional introducers/connections.
€¢ Must be at least Part Qualified and looking to continue professional development.
Other Skills and Experience Required
€¢ Excellent people skills/communication skills.
€¢ Organisational skills/time management.
€¢ Desire to keep up to date knowledge of relevant changes in law/procedure.
Excellent salary and reward package individually tailored to meet and motivate performance.
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