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Financial Advisor posted by Change Recruitment

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Financial Advisor

  • Glasgow (City Centre)
  • Posted 7th Feb 2012
  • Posted by: Change Recruitment
  • Salary: £24,000 - £30,000 + Excellent benefits and Bonus
  • Job Type: Permanent
  • Address: Finlay House
    10-14 West Nile Street
    Glasgow
  • Reference: 58493
  • This job has been viewed 135 times since it was posted.

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Job Description

My client is a leading Financial Services organisation who provide a range of services including Pensions, Investments and Insurance across a large branch and agent network in the UK.

They are currently seeking individuals with previous experience in Financial or Investment Advice. Ideally you will have previously worked in a bank or branch based role and have strong communication skills, particularly over the telephone.

Your role will be to develop new relationships with clients from leads generated within the business. Completing fact-finds and providing advice based product recommendations and sales. You will conduct client appointments via the telephone and produce written suitability letters based on your clients financial requirements and attitude to risk. Your role will include the development of customer service telephone advisers to help identify customers who have a requirement for financial advice.

You will be a Qualified to Level 4 Diploma or equivalent and have previous experience in a regulated role. You will be able to demonstrate a sound understanding of the appropriate technical product knowledge including Collectives, Structured Products and Investment Funds solutions combined with knowledge of the larger marketplace.

In return you can expect a highly competitive salary and benefits package with excellent career progression opportunities.

Please send current CV to Mark Jobling at mark.jobling@changejobs.net or call 0141 566 8612 for a confidential discussion.

Change Recruitment Group operates as a Recruitment Agency in providing permanent or contract job-seeking services and as a Recruitment Business in providing temporary job-seeking services.

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