Financial Adviser - Berkswell
Our client is looking to welcome a Financial Adviser into their team in Berkswell, to advise clients as appropriate to their circumstances and objectives. This position can be either employed or self-employed, with a client bank provided by the practice.
Specific responsibilities
Prospecting and contacting potential clients in accordance with the firm’s business planMaking sure sufficient client information is obtained before any recommendation is madeMaking sure you follow relevant advice and sales procedures at all timesMaking sure portfolios are managed in accordance with the client’s mandate, objectives and the firm’s investment propositionUndertaking appropriate product and market researchMaking sure suitable recommendations are made at all timesMaking sure all supporting documents are maintained<...