INDEPENDENT FINANCIAL ADVISER: Cawley
Due to continued growth Cawley is looking for a focused individual to step into a well-established role within the organisation. Applicants for this position will have a friendly outgoing personality and be able to contribute to the team with creative ideas and thinking. This is an opportunity for the right candidate to advance their career in the industry, with a benefits and rewards package to match. Please visit the website for further information about this role.
Position: Independent Financial Adviser
Location: Pickering
Hours: Full Time
Salary Guide: £20,000 – £30,000
Last Updated: 30 August 2024
Job Category: Financial Services
Financial Adviser Role:
Providing strategic advice across a variety of financial products and services. Assessing clients overall financial picture, understand their needs and develop a solid financial plan. Guiding clients towards a profitable and secure financial decision.
Other Duties:
- Provide strategic advice across a variety of financial products and services (debt management, cash management, insurance coverage, investments)
- Assess clients overall financial picture, understand their needs and develop a solid financial plan
- Guide clients towards a profitable and secure financial decision
- Cultivate client base and build win-win relationships
- Network, generate leads and grab opportunities to sell mutual funds, stocks, bonds etc to meet sales quotas
- Keep abreast of new industrys trends and research market to back up financial consulting
- Oversee the course of the financial plan and update it, if necessary, to ensure profits
- Comply with all industry rules and regulations
- Liaise with providers, solicitors, valuers and other professionals
