Financial Adviser

  • Location
    Leicester, Leicestershire
  • Category
    Financial Services - Other Financial Services
  • Contract Type
    Permanent
  • External Reference
    JN-022020-117363
  • Salary
    30000 £ - 50000 £ / Year

Financial Adviser


£50,000 OTE (£30,000 basic salary + bonus + expenses)



Office Angels are thrilled to be working with an established, fee-based, IFA firm in Belgrave, Leicester.


The firm seek an experienced Financial Adviser to join their successful and growing team with an immediate start.


Working hours are Monday - Friday (08:30 - 17:00)


The basic salary starts at £30,000 (negotiable) with an achievable £20,000 annual bonus based on client retention rates.



About You:


As a qualified Financial Adviser (ideally Chartered or working towards) you will be able to demonstrate range of industry experience with an ability to retain a large client base.


You are professional with a client-focussed approach to your work and are keen to add value to all that you do for your clients.


You are confident using Microsoft packages and other software, ideally including Intelligent Office and Prestwood Professional.



The Role


The company predominantly works with Doctors, so knowledge of National Health Service pensions, annual allowances and tapered tax calculations is essential.


You will be also expected to utilise your knowledge of investments, protection and IHT planning, as well as suitability and recommendation report writing, carrying out product research, meeting compliance rules and regulations, and managing client reviews for the IFA.


In addition, the role may also include some administration duties such as; preparation of paperwork, dealing with customer queries, dealing with product providers and other client-facing tasks.



Benefits


In return, you will be working with a professional and established financial services company that is keen to progress and develop its staff.


You will receive a competitive salary (negotiable depending on experience), 22 days holiday a year (plus bank holidays), pension contributions and free nearby parking.


You will also be working alongside a team of long-standing, friendly, professional financial experts.

Office Angels acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. Office Angels UK is an Equal Opportunities Employer.


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To speak to a recruitment expert please contact Amy Jenkins