We are thrilled to have partnered with an award winning independent financial advice who are actively looking to expand their Advice team! Our client has built themselves a brilliant reputation within industry, and pride themselves on providing truly bespoke advice and wealth planning expertise to their clients across the UK.
If you are a detailed-orientated professional with a passion for financial planning and client service, we'd love to hear from you!
What you'll be doing:
- Providing financial advice to a book of existing clients based across the area via phone call, online meetings and in person meetings
- Working closely with the clients, provide advice across a wide range of cases such as Pensions, Investments, Retirement Planning etc.
- Liaising with the Paraplanning & Administration teams to provide positive client outcomes
- Adhering to FCA requirements and Compliance Policies
What you need to apply:
- Level 4 Qualified as a minimum, Level 6 is desirable
- 3+ Years Financial Advice experience with knowledge in Retirement Planning, Investments, Pensions
- The ability to form positive relationships with clients
What's in it for you?
- A basic salary of up to £75,000 dependent on experience and qualifications
- Bonus scheme
- Flexible working structure with working from home and flexitime offered
- Social opportunities throughout the year
- Exam funding and support
- Progression opportunities into different areas of the business, depending on which way you see your career heading!
- Generous annual leave allowance
What next?
Hit apply or contact Dan directly!