Financial Advisor - Penrith
A well-respected independent financial advisory practice is now looking to strengthen its Financial Planning team in Penrith by taking on an additional Financial Advisor.
This is a rare role to join a thriving team and take on a ’ready made’ client bank with ongoing prolific flow of new business leads to help you continue to grow your portfolio. You will also have the support from a highly skilled administration and paraplanning team.
What’s on offer for the Financial Advisor?
*Highly competitive basic salary depending on experience and qualification.
*Readymade client bank.
*Ongoing business development opportunities and qualified leads.
*Competitive benefits package including health cash plan, life cover and salary sacrifice pension.
*Hybrid working from office in Penrith.
Financial Advisor Role Accountabilities
*Take over and develop a readymade client bank covering a range of financial topics including pensions and retirement planning, IHT and estate planning advice, investment and savings along with protection as needed.
*You will also support the Head of Advice by servicing part of their existing client portfolio which will add further trail to your portfolio.
*Work closely with clients to understand their objectives and deliver robust tailored financial advice.
*Providing high quality ongoing advice and maintaining long term client relationships.
*Undertaking internal and external business development activity to assist in generation of new client opportunities.
*Building and maintaining strong technical knowledge across financial planning and regulation.
*Working with clients mainly in and around Penrith with occasional travel to surrounding areas e.g. Carlisle and Kendal.
Financial Advisor Requirements
*Minimum Level 4 Diploma in Financial Planning.
*Ideally previous experience in a financial advisory role.
*Strong understanding of FCA regulatory standards.
*Full UK driving licence.
*Excellent communication skills both written and verbal.
*Strong organisation skills with the ability to manage workloads and deadlines.
*High attention to detail and good IT skills.
How to apply for Financial Advisor
Please send your CV to jenny @ tempestjones . com