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The role of Financial Adviser will involve being responsible for the advising upon and selling of the company's full range of life, pension and investment products to the existing client base in the Edinburgh area. Leads are generated from the cashiers and tellers and any business generated through means such as referrals. The role is office based working essentially business hours. A very important aspect of the position is the relationship between branch retail staff and the adviser therefore excellent communication skills are essential.
It is essential that the successful applicant is an experienced Financial Adviser with an established track record within a Financial Adviser role. A minimum of the full Financial Planning Certificate is required.
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