Independent Financial Adviser

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Independent Financial Adviser
Based in Barrow-in-Furness and with five offices across the Furness Peninsular and South Lakes, we are one of the largest independent solicitors, estate agents and financial service providers in the area and have been working with the local community for over 100 years.
Due to this unique business model, it gives the candidate an opportunity to work with clients across our business. Meaning no prospecting and more time to provide the one-to-one real advice to our clients, many of whom have been with us for over 30 years.
In addition, you will be joining a long-standing team of professional people who have the same passion for looking after our clients.
This is the core of our business.
Due to continued successful growth, **MEMBERS ONLY**SIGN UP NOW***. are looking to recruit a highly efficient Independent Financial Adviser for its reputable financial services department.
Full time (Part-time considered for the right candidate)
Key responsibilities and activities will include:
Looking after and growing a portfolio of clients.Seek and develop new external business opportunities.Maintain excellent client relationships
The ideal candidate will have:
Diploma level 4 in Financial PlanningPrevious experience working in a similar role and in a target driven sales environmentWell-spoken and confident dealing with a wide range of individuals including clients and other professionals.Excellent technical/product knowledgeStrong communication and closing skillsFull UK Driving LicenceThe candidate should be experienced in all areas of financial planning covering investments, pensions, protection planning, mortgages and equity release. Working towards or already have Chartered status would be an advantage.
**MEMBERS ONLY**SIGN UP NOW***. Solicitors Ltd offer a generous reward package which includes:
Competitive basic SalaryAttractive bonus schemeAdministrative support25 days holiday plus Bank Holidays, plus LOS daysChristmas ClosureEmployee discountsPensionCash Reward Healthcare systemDeath in ServiceCar allowanceElectric Car Salary Sacrifice SchemeCompany-wide and departmental Summer and Winter Social Events24/7 Employee Assistance ProgrammeHybrid workingExcellent work/life balanceGreat atmosphere, team spirit and thoroughly enjoyable working environment
Salary: £40,000 - £45,000 per annum bonus
A full job description can be downloaded below.
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Independent Financial Adviser Job Description
Independent Financial Adviser Job Description
Independent Financial Adviser Job Description

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