Financial Advisor - Gerrards Cross
- Recruiter
- GCB Recruitment
- Location
- Chalfont St Peter
- Posted
- 17 May 2018
- Closes
- 12 Aug 2018
- Job role
- Accountant
- Sector
- Accounting - Public practice
| Financial Advisor |Gerrards Cross | £25,000 - £30,000 Basic, £80,000 OTE |
Our clients, a successful Financial Advice firm, are looking for an experienced Financial Advisor to join their professional team in Gerrards Cross.
The company specialises in Pensions and Investments and has close links with private members clubs in the region and London, with HNW clients to draw upon through networking events as a result. The ideal candidate will have a client bank to draw upon, but those with proven networking and production skills will be considered.
Responsibilities:
- Working alongside Directors and Advisers to identify and generate opportunities for new business.
- Undertaking fact finds with HNW clients regarding their current and future needs.
- Communicating and delegating effectively to paraplanning staff ahead of follow-up meetings.
- Being an ambassador for the company by providing unrivaled service.
Requirements:
- Minimum of 3 years' experience within a Financial Advice role (preferably within an IFA)
- Client banks preferred.
- Level 4 Diploma Qualified as a minimum.
- Ambition to be a key member of the company for the long-term.
- Excellent Written and Verbal communication skills.
Hours: Monday to Friday 9am-5:30pm
Salary/Package: £25,000 - £30,000 basic salary (£80,000+ OTE)
Due to high amounts of applications if you have not been contacted within 7 days, please consider your application as unsuccessful.
GCB Agency Recruitment is a specialised Property and Financial Services recruitment company dealing with all property related recruitment across the UK.
We currently offer a wide variety of Property and Financial Services vacancies all across the UK and incorporate overseas locations.
For all your Property and Financial Services needs contact GCB Agency Recruitment.