Wealth Adviser Jobs in Other on your local Other jobs site. Careers in Other, local employment and work in Other.
Job Search
- Armed Forces
- Aviation
- Insurance
- Customer Service / Call Centre
- Banking and Financial
- Technical & Maintenance
- Sales / Telemarketing
- Education / Training
- Admin/Clerical
- Graduate Opportunities
- Engineering
- Marketing
- Recruitment
- Business Development
- Catering / Hospitality
- Human Resources
- Management
- Manufacture and Production
- Operations
- Telecommunications
Wealth Adviser
This job has expired, and cannot be applied for.
- Posted By: Michael Boyd & Partners
- Address:
- Contact: 01268 747456
- Date Posted: 4th Sep 2008
- Salary: £15,000 - £30,000 depending on experience
- Location: Other (Essex )
- Reference Code: 0802-30-A
- Views Since Posting: 42
- Full Description:
Wealth Adviser
Essex
£15,000 - £30,000 Depending on experience
As Wealth Adviser you will be responsible for offering Investment, Protection and Pension Advice to both existing and new customers. You will be required to ensure that the advice is offered in a competent and professional manner, observing the regulatory requirements introduced by the FSA, LGPSL / LGAS operating procedures.
Specific duties include:
Accepting full responsibility for the day to day maintenance of a close and mutually production working relationship with any designated introducer who has elected into a formal arrangement with the company
Offering advice to all clients, qualifying the client’s attitude to risk
Providing accurate and fully considered advice and then maintaining contact with the client until such time the transaction is complete
To be considered for this position you will need a good understanding of Investment, Protection and Pensions with the ability to understand client’s circumstances, needs and aspirations. You should also have excellent communication skills and with the ability to fully explain to clients the reasons for recommendation and how the product suits their needs.
The ideal candidate will have worked in a similar position before and will experience of listening to clients needs and then providing accurate and precise advice relating to investments, protection and pensions.
The hours for this position are Monday – Friday 9am – 5pm although you will be required to be flexible and work additional hours as and when required.
If you are interested in this position and would like to apply, please send your CV to me today. Please note that due to the high volume of applications received only suitable candidates will be contacted.
As a preferred recruitment partner to many leading businesses in Essex, Michael Boyd & Partners is committed to introducing only the very best individuals to its clients. If you have the relevant skills and experience and can make a positive difference to our clients’ businesses then please send your CV to helen.powney@michaelboyd.co.uk and we will contact you for an initial discussion.
Recruiters
Advertise your job now Set up an online account and begin recruiting today
Speak to one of our specialists to improve your recruitment contact us .
