Independent Financial Adviser
Our client is a long standing and well-respected provider of financial planning, with offices in Liverpool, they are currently recruiting an experienced Independent Financial Advisers to join their busy team.
This is an excellent opportunity for a level 4 qualified adviser to service an existing book of clients on an EMPLOYED basis.
Role & Responsibilities:
- Assisting customers with pension & investment products.
- Develop a positive relationship with all customers.
- Respond to customer enquiries & identify the customer's needs.
- Service existing client bank.
- Act in accordance with current regulatory procedures.
The Ideal Person:
- You are honest, ethical and always put the needs of your client's first.
- You will have the excellent ability to build rapport.
- You will have exceptional customer service skills.
- You will be proactive & able to use your initiative.
Please submit your details today and we will be in touch with two working days.