Financial Adviser

1 Days Old

I am recruiting a Financial Planner (Servicing Financial Adviser) on behalf of MFP Wealth Management, a leading independent Financial Planning firm based in Christchurch, Dorset (BH23). The Person: We are happy to consider a technically competent Paraplanner, who is ready to transition into advising, or a service orientated Financial Adviser, keen to work in an environment where relationships and service are paramount, where technology and best practice is embraced, and where your work-life balance is valued. The successful Financial Planner ( Paraplanner or Financial Adviser / Financial Advisor ) will be a warm relationship builder who is service orientated and capable of analysing and addressing clients financial needs and goals. You will have strong technical knowledge in most aspects of financial planning (including tax-efficient investment planning, pensions and retirement planning, protection and estate planning) and will be responsible for developing comprehensive lifetime planning strategies and providing proactive and on-going advice to a select portfolio of HNW clients. The Role: This is an employed role where you be providing fully holistic, independent li...
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Location:
Christchurch, Dorset
Salary:
£75,000
Job Type:
FullTime
Category:
Accounting & Finance

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