Exciting role offering expert advice on protection policies, high street mortgages, investments and private pensions to both corporate and private clients, working with clients to determine their income, tax status, expenses, insurance coverage and risk tolerance to develop financial plan, provide financial advice and be aware of changes in client situations. Candidate will maintain client databases and follow up on new leads; recruit new clients; ensure regulatory standards met; review client risk profiles; research and analyse financial products; ensure continuing CPD; develop strategies and prepare reports; perform fiscal related activities.
Candidate will be experienced Financial Adviser qualified to Level 4 (Diploma in Regulated Financial Planning); ideally hold/be working towards Level 6 Advanced Diploma; member of PFS/CISI; pensions experience; strong report writing, organisation and communication skills; excellent understanding of financial information; highly numeric; able to analyse and research financial data; excellent customer relationship management skills; knowledge of financial products and services, and Risk, Compliance & Regulatory management; self motivated; proficient in MS Office. Additional training will be provided.
Five years continuous residence in Jersey required.
For more details contact Ross Hunter on 888345 or email@example.com