Financial Adviser

JO0000047722_1635666826

Financial Adviser

JOB DETAILS

Retirement & Investment Financial Adviser - Tunbridge Wells - up to £60,000 plus bonus

Alexander Lloyd are working with an established Chartered Financial Planning company who due to expansion are seeking an experienced Financial Adviser to join their team.

Focusing on Retirement and Investments there is a bank of clients waiting for the successful candidate to work with.

The successful candidate will be an authorised financial adviser, preferably with IFA experience

Thorough understanding of Regulatory framework

Understanding of and expertise in fact finding and needs analysis

Thorough understanding of the plans, policies and investments that could be recommended to a personal client, including tax treatment and application

Understanding of information and documentation required to process new business, claims and amendments to existing policies and investments



Please quote 47722 when calling Marion at Alexander Lloyd or email them at mer@alexanderlloyd.co.uk. This is only one of many vacancies we are handling. Alexander Lloyd is a specialist within Pensions and Employee Benefits recruitment; covering administration, consulting, management, sales, support, trustee secretarial and directorship roles across the UK.



Due to the high amount of interest that we receive for each of our roles unfortunately we cannot respond to each application individually, therefore if you do not hear back from one of our consultants you have not been shortlisted for this role. Please continue to check our website www.alexanderlloyd.co.uk for any other roles which may be of interest.

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