Financial Adviser

Are you a skilled Financial Advisor with a Level 4 Diploma, ready for a new challenge and able to start making an impact immediately? We have an exciting opportunity in Huntingdon with a well-established company seeking to expand its team with a dedicated and passionate professional.

Working hours:

• As a Financial Advisor, you'll be required to work Monday to Friday
• Hybrid working with 1 day a week from home
• Flexible start times
• Pension Scheme
• Generous life and Health Care cover

Financial Advisor requirements:

• Level 4 Diploma
• Excellent communicator with an exceptional grasp of the English Language; both written and spoken.
• Strong computer literacy with exceptional attention to detail.
• You will be highly self-motivated and offer exceptional customer service

As a Financial Advisor, your role will involve the following:

• Dealing with an existing client bank
• Analyse information and liaise with internal support to prepare recommendations best suited to individual clients' requirements and review financial reports.
• Researching an approved panel of product providers and providing clients with information on new and existing products and services.
• Commercial awareness: keeping up to date with financial products and legislation as well as ensuring your technical knowledge is maintained.
• Develop and maintain client relationships
• Continuous development of a client bank and maximising opportunities ensuring profitable relationships are built.