Financial Advisor

Location
Edgware, Middlesex, United Kingdom
Category
Job Type
Salary
£20,000 + Commission + BUPA

Description

This is a fantastic opportunity for an experienced Financial Advisor to join a very successful local independent firm where in return for hard work there will be the opportunity to progress.

 

Some of your duties will include:

 

  • Dealing with incoming client requests for a wide range of insurance and investment products
  • Liaising with potential and current clients, establishing requirements and sourcing suitable products
  • Preparing detailed proposals for clients and conducting winning sales presentations
  • Ensuring that client requirements are processed in an efficient and effective manner
  • Managing an extensive database and maintaining regular contact with clients to build long term relationships
  • Ensuring that all client transactions processed are in line with FSA compliance regulations

 

Burton, Bolton & Rose only have the resources to respond to candidates who are suitable for the role advertised. For new job alerts follow us on Twitter - @BBR_recruitment Instagram – BurtonBoltonRose Facebook – Burton Bolton & Rose

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