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Financial Adviser

  • Location: Swansea
  • Salary: £40,000 + Bonus + Benefits per year
  • Job Type:Permanent

Posted over 1 year ago

  • Sector: Compliance
  • Contact: Paul Clayton
  • Contact Email: pclayton@merje.com
  • Contact Phone: 0161 883 2747
  • Expiry Date: 06 October 2023
  • Job Ref: PC/10802(S)

Job Description:  An experienced, QCF level 4 Financial Adviser is required for a growing wealth management business.

The role will involve:

  • Establishing and maintaining client relationships to build up a long-term client book in a competent, compliant, and professional manner.
  • Deliver the end-to-end sales process.
  • Conduct fact find meetings with prospective customers.
  • Prepare sound financial plans to ensure clients meet their financial goals.
  • Customise financial plans according to clients' changing needs.
  • Deliver outstanding customer service and satisfaction.
  • Client retention via annual reviews
  • Generate new business and build introducer relationships through self-generated referrals.
  • Deliver impeccable levels of personal and professional integrity, updating knowledge of regulations, practices and financial products.
  • Manage your own diary.

Key Requirements:

  • 3 years minimum history of providing independent financial advice across investments, pensions and protection
  • Diploma level 4 qualified

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