Financial Advisor - Up to £50,000
OA Executive is excited to have partnered with a highly reputable financial planning firm, based in the City of London, in their search for a Financial Advisor. They are a well-established and high growth company that take great pride in their warm and welcoming environment where every opinion is respected. They work collaboratively as a team and reward their staff with outstanding experience and knowledge, industry recognition and financial rewards. As a whole they have very little hierarchy, and a flat management structure which helps to build their great company culture.
This amazing opportunity will provide the right candidate the chance to grow their career in a relatively short period of time. Your main responsibilities will include;
* Keeping up-to-date with new product, technical or legislative changes within the marketplace
* Identify new clients and introducers
* Make sure at all times you are in compliance with the firms procedures
* Provide an ongoing service to clients
* Treat your work colleagues with respect and contribute to a positive office environment
* Comply at all times with relevant data protection and money laundering regulations
The ideal candidate for this opportunity will hold an approved QCF level 4 qualification. You will have up-to-date knowledge of the regulatory regime. Excellent communications skills both written and verbal is imperative as well as good IT Skills, with good knowledge of the Microsoft Office Package.
Familiarity with modern Wraps and in particular AXA Elevate would be useful as well as an understanding of the Intelligent Office back office system would be helpful. You will need to have a good level of technical ability and the drive to meet set targets and deadlines.
In return you will be rewarded with an excellent remuneration package compromising of generous annual leave, annual discretionary bonus, pension scheme and office closure over the Christmas period!
Interviews for the position are being held right away so in order to be considered please submit your application today.
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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