Are you an experienced Financial Adviser, who would relish the opportunity of looking after an established client bank?

Or are you an experienced and Diploma qualified Paraplanner, keen to move into a Trainee Adviser role, where full support and clients will be provided?

Due to continuing growth, an established financial planning business in north Teesside, has an immediate requirement  for an additional Financial Adviser. Ideally, you’ll have experience and hold CAS however, this client is willing to consider a Diploma qualified Paraplanner, who is keen to develop.

The purpose of the role is to work with people and/or businesses to identify their financial objectives and map out a financial plan to achieve them. The adviser will deliver exceptional client service to an established client bank as well as bringing new clients from networking sources to the business. A full support team will be provided to ensure client appointments; meeting preparation and business submission are handled with the assistance of the Adviser.

Responsibilities:-
• Contacting existing and potential clients to offer financial planning services
• Conducting in-depth reviews of clients’ financial circumstances, current provision and future aims
• Research and analysing information with which to design financial strategies and prepare proposals to best suit individual clients’ requirements
• Completing analyses of clients’ attitude to risk in accordance with their financial planning decisions
• Reviewing and responding to clients’ changing needs and financial circumstances
• Providing clients with information on new and existing products and services
• Communicating with other relevant professionals in relation to clients’ circumstances
• Keeping up to date with legal, taxation and regulatory legislation as appropriate
• Liaising with clients in relation to changes to legislation that may affect their savings, investments or plans
• Meeting the regulatory aspects of the role
• Participating in monthly marketing meetings and strategies for business development