Financial Advisor (Employed)

28 Days Old

Financial Adviser (Employed)
Salary: £50,000 + Benefits OTE: £60,000 Start Date: Immediate
Are you an experienced Financial Adviser looking for a new opportunity with an established client base? We are seeking a professional adviser to provide expert guidance on investments, pensions, tax planning, and insurance products.
About the Role
You'll work closely with an in-house team of administrators and paraplanners to service existing clients and help grow the business. This role involves a mix of telephone and face-to-face advice, delivering tailored financial solutions that meet individual client needs.
Key Responsibilities
Conduct in-depth reviews of clients' financial circumstances and future goals Analyse information and prepare bespoke financial plans Research the marketplace and recommend suitable products Design financial strategies and assist clients in making informed decisions Maintain compliance with regulatory requirements Build strong relationships with clients and liaise with providersWhat We're Looking For
Diploma qualified or chartered in financial planning Strong communication and organisational skills Self-motivated, numerate, and able to work independently Previous experience in financial advice, including investments and pensionsBenefits
Competitive salary with bonus structure Additional benefits based on qualifications and experience
Location:
Keighley
Salary:
£50,000 - £60,000 /annum
Job Type:
FullTime
Category:
Accounting/Financial/Insurance

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