Financial Adviser

  • Location

    Chorley, Lancashire

  • Sector:

    Financial Planning

  • Job type:

    Permanent

  • Salary:

    £38000 - £48000 per annum + plus Bonus and Benefits, negotiable

  • Contact:

    David Everingham

  • Contact email:

    deveringham@mbfitzgerald.co.uk

  • Job ref:

    BBBH2798_1613656214

  • Published:

    2 months ago

  • Expiry date:

    2021-03-20

  • Consultant:

    #

Financial Adviser - Chorley - Salary up to around £45,000 plus Benefits, potentially negotiable

Our client is a boutique firm of Financial Advisers based in Chorley who specialise in providing holistic financial advice to private clients. They have significantly grown their client numbers and FUM over the past few years and as such are in need for an experienced and qualifield Financial Adviser to help them service existing clients and new enquiries.

This company may only be small but they are well established in the area and some clients have been with them for generations. As such, it is important that they recruit an individual who can deliver consistant, high quality advice in a clear and concise manner. They are looking for someone who shares their values and always puts the client first, delivering the right advice every time.

The company will be able to provide a book of clients for you to work with as well as access to new enquiries that come in regularly. Those who have previous experience of networking and business development would be welcomed, but this is not essential.

Candidates MUST be Diploma qualified as a minimum and you should have experience providing financial advice to UK private clients. You must have a strong knowledge of all financial products but in particular pensions and investments.

Salary is negotiable depending on experience and qualifcations.