Senior Financial Adviser

  • Would you like the opportunity to work with High-Net-Worth Clients?
  • Would you like your leads provided?
  • Would you like the opportunity to work remotely?

This is a first-class opportunity to join one of the Best National Building Society for the 8th year in a row.

My client is the 4th largest Building Society in the UK with over 850,000 customers. The company specialises in Wealth Management and IHT and its success has been built upon maintaining client relationships. Its core values are those of mutuality and they are committed to making the company a great place to work. Not surprisingly they are recognised as one of the top 100 Employers within Financial Services in the UK.

Are you an experienced Senior Financial Adviser looking for you next exciting and rewarding career?

If so this could be the first class opportunity you are looking for

My client is looking for a Senior Financial Adviser based in the Windsor, Slough and Watford area, to provide tailored financial advice with a be-spoked product range to professional groups, with quantified Leads will be provided.

The Ideal candidates for the Senior Financial Adviser should have: -

  • A solid financial services background and a proven track record in delivering sound holistic financial advice, working in an advising capacity, achieving business objectives. Inheritance Tax experience is not essential as training and development will be provided
  • Qualified to Level 4 Diploma for Financial Advisers (DipFA) and ideally looking to work towards Chartered status
  • Have held Competent Adviser Status within the last 36 months
  • Statement of Professional Standing (SPS)
  • You should also possess excellent interpersonal skills to help busy professional clients with often complicated financial planning requirements.

The successful applicant for the Senior Financial Adviser role will enjoy a great package with the following benefits:-

  • A competitive basic salary from £55,900 basic (with OTE of £80,000)
  • 25 days holiday (plus Bank Holidays)
  • Generous company pension scheme

Still interested in this exciting position?

Apply today for immediate short-listing!!!

Posted
05/01/2022
Location
Windsor & Maidenhead, England, UK