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Financial Adviser - Director

jobs.jerseyeveningpost.com-job boards

United Kingdom

On-site

GBP 150,000 - 200,000

Full time

Yesterday
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Job summary

An ambitious and motivated individual is sought for a Director role in a forward-thinking organization. This position involves overseeing existing clients while also attracting new business, ensuring excellent client service. The ideal candidate will possess a strong understanding of pensions, investments, and protection products, along with relevant professional qualifications. This is a unique opportunity to lead a team and drive the company's success, making a significant impact on both the organization and its staff. If you are a high-caliber individual looking to grow and make a difference, this role is for you.

Qualifications

  • Experience in running a company or ability to do so.
  • Past experience as a Board member preferred.

Responsibilities

  • Attracting new business and managing existing clients.
  • Leading a team to provide first-class client service.

Skills

Pensions knowledge
Investment understanding
Client service skills
Team management

Education

Relevant professional qualifications

Job description

Our candidate is seeking an ambitious and highly motivated individual to become a Director and Key Person of their organisation and play an integral role in taking the company forward and bringing about further success.

In addition to looking after some existing clients, you will also be tasked with attracting new business and will lead your team in providing first-class client service. You will need the experience of running a company or the ability to do so.

Candidates must have a very good understanding of pensions, investments, savings, and protection products. You will need relevant professional qualifications and must have the knowledge and ability to be a director of a regulated company (by the JFSC). Past experience as a Board member is preferred. Previous team management experience is required, and you will ideally have worked for an Independent Financial Adviser.

The ideal candidate will have the ability and desire to grow a company, ensuring success for both themselves and other staff members. This is a fantastic opportunity for a high-caliber and committed individual who is really looking to make a difference.

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