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Financial Advisor

Financial Advisor

Financial Advisor

Closing: 01/07/2020

Position: Permanent

Hours: Full-time

Salary: £30,000 - £40,000

Reference:

Address: Blackburn, UK

Established in 1919, a growing Lancashire based company is seeking a Financial Advisor to join its team. On offer to the successful candidate is a group-wide benefits package including health insurance, flexible working hours and a bonus scheme.

The company offers a fully joined-up approach, supporting clients in all areas of accounting, audit and advisory, cloud accounting, corporate finance, payroll, tax, wealth management and private client work. The company has a deep root in Lancashire and are proud to be recognised and respected for its outstanding client work throughout their history, as well as their cutting-edge knowledge and forward-thinking approach. Establishing & nurturing client relationships is hugely important to them, therefore it is essential that they hire a long-term team member that fits their strong company culture, behaviours and values.

As a Financial Advisor, your duties will be to:

•Provide financial planning support to clients

•Support investment professionals to cultivate client relationships

•Prepare plans and check their accuracy

•Respond to prospective customers on planning-related queries

•Assist in the development plans for the company

•Offer subject matter expertise to fellow Advisors

•Maintain awareness of the latest legislative changes that may affect planning

To be a successful Financial Advisor you will have the following skills and experience:

·A Level 4 Diploma in Financial Planning

·Drive and determination to progress

·Strong communication skills, excellent work ethic and a “can-do” attitude

·A resilient mindset, be self-motivated and can work alone as well as part of a team

·Strong principles and values which align with those of the company

·A thoughtful nature, with a willingness to learn and investigate new opportunities

·Experience of providing relevant advice would be advantageous

·An existing client bank would be beneficial but not essential

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