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
Apply
Location:
Cononley
Salary:
£50,000 - £60,000 /annum
Job Type:
FullTime
Category:
Accounting/Financial/Insurance

We found some similar jobs based on your search