Your personal job search agent

Find a job



    show more options

Financial Advisor - Lincolnshire

Company: Interaction Recruitment PLC
Pay: £18000.00 - 55000.00 Annually
Job type: full-time
Category: Accounting

Apply now
(no registration required)

Upload your resume
see similar jobs you may like
find connections at this company

Job description

I am working with a business on the outskirts of Peterborough who are seeking self employed financial advisors. Your primary responsibility is to do all to cultivate relationship with existing client base including meeting with clients in person and provide ongoing advice and relationship building via phone, email and in person. You will have a minimum of 4 years of experience in the Financial Services business working within an RIA and/or Broker Dealer as well holding relevant IFA Qualifications.

Key Job Responsibilities

Advising clients on aspects of their financial lives

You will be a lead advisor for its clients. This means, meeting with clients regularly to review their portfolios and make any recommendations.

You are expected to be knowledgeable on the overall financial markets and be able to answer questions pertaining to the markets that the clients might have.

Attending other client meetings in support of one of the other advisors will be a requirement

Establishing and building client trust is a critical component of the job

Ensure client requests for information are responded to quickly and effectively

Have strong communication skills (oral and written-emails, letters, presentations, conference calls, individual calls)

Provide assistance in collection of data for other lead advisor who may require help in a customer inquiry

Support On-Boarding of new clientele as part of the investment team as required

Perform periodic reporting on work progress, project completions and additional ad-hoc reporting as needed

Organize, manage and track multiple detailed tasks and assignments with frequently changing priorities in a fast-paced work environment

More jobs you may like

Financial Advisor
Financial Adviser
Financial Adviser Home based (employed)
Customer Service Advisor - 16 hours
Mortgage Advisor

New account

Log in

Current country: :: Contact us :: Terms of use :: Privacy policy :: Credits :: Benji Jobs international: Jobs in the US :: Jobs in the UK :: Jobs in Canada

Jobs in Argentina
Jobs in Australia
Jobs in Austria
Jobs in Bahrain
Jobs in Belgium
Jobs in Brazil
Jobs in Canada
Jobs in Chile
Jobs in China
Jobs in Colombia
Jobs in Czech Republic
Jobs in Denmark
Jobs in Finland
Jobs in France
Jobs in Germany
Jobs in Greece
Jobs in Honk Kong
Jobs in Hungary
Jobs in India
Jobs in Indonesia
Jobs in Ireland
Jobs in Israel
Jobs in Italy
Jobs in Japan
Jobs in Korea
Jobs in Kuwait
Jobs in Luxembourg
Jobs in Malaysia
Jobs in Mexico
Jobs in Netherlands
Jobs in New Zealand
Jobs in Norway
Jobs in Oman
Jobs in Pakistan
Jobs in Peru
Jobs in Philippines
Jobs in Poland
Jobs in Portugal
Jobs in Quatar
Jobs in Romania
Jobs in Russia
Jobs in Saudi Arabia
Jobs in Singapore
Jobs in South Africa
Jobs in Spain
Jobs in Sweden
Jobs in Switzerland
Jobs in Taiwan
Jobs in Turkey
Jobs in the United Arab Emirates
Jobs in the United Kingdom
Jobs in the United Stated
Jobs in Venezuela