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Investment Adviser

Murville Consultancy Ltd, Stockport, Greater Manchester

Job id:
LJA-68699378
Published:
08-12-2018
Expires:
02-02-2019
Job type:
Full-time
Job sector:
Finance & Accounting, Banking & Investments, Insurance
Job id:
LJA-68699378
Published:
08-12-2018
Job type:
Full-time
Expires:
02-02-2019

This is a fantastic opportunity to join a global brand as an Investment Advisor at an exciting time in their expansion. The company are an award winning organisation who offer unrivalled opportunities for career progression, and very attractive earning potential. Initially selling ISAs, Junior ISAs and Pension Accumulations, you will be responsible for building strong relationships with clients and developing a detailed understanding of their financial circumstances to recommend suitable products and complete the investment. Previous experience within Financial Services / Wealth Management sales is essential together with DipFA Level 4 Qualification. Ongoing training, development and career opportunities will be available. Investment Adviser responsibilities: Selling a range of investment and pension products Conducting in-depth reviews of clients' financial circumstances and reviewing changing needs Introducing clients to new financial products or changes to legislation Compliance with company and industry regulations at all times. The successful candidate: Minimum of 1 year sales of Investments/pensions DipFA Level 4 Qualification Excellent verbal and written communication skills. Professional attitude Self motivated with excellent organisational skills Target driven with a flexible approach to ensure client expectations are exceeded Renumeration Package: Basic - £35,000 - £40,000 (bonus between 25% and 100% of salary - OTE to £80k) 25 days holiday plus bank holidays Discounted gym membership Private Medical Insurance Stakeholder Pension Plan with employer contribution Access to great onsite facilities Sales incentives and competitions This is an urgent requirement due to client demand and interviews are being held immediately This job was originally posted as www.totaljobs.com/job/84045163

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