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Independent Financial Adviser

Job Sector

Accountancy

Salary

£35K - £45K / Annum

Job Type

Permanent

Location

Berkhamsted

Job Description

Tasks the role could include:

contacting clients from leads given.
conducting in-depth reviews of clients' financial circumstances, current provision and future aims;
analysing information and preparing plans best suited to individual clients' requirements;
researching the marketplace and providing clients with information on new and existing products and services;
designing financial strategies;
assisting clients to make informed decisions;
reviewing and responding to clients changing needs and financial circumstances;
promoting and selling financial products to meet given or negotiated sales targets;
negotiating with product suppliers for the best possible rates;
liaising with head office and financial services providers;
liaising with other professionals, such as estate agents, solicitors and valuers;
keeping up to date with financial products and legislation;
producing financial reports;
contacting clients with news of new financial products or changes to legislation that may affect their savings and investments;
meeting the regulatory aspects of the role, e.g. requirements for disclosure, costs of the services provided and also the advised products.

 

Employment Agent

Email Cobham Consulting

  Telephone: 01442 865200

   125a High Street, Berkhamsted, Hertfordshire. HP4 2DJ.   Map

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