Company Description
Fiducia Comprehensive Financial Planning Ltd. is part of the Fiducia Group of companies, known for building long-term relationships with clients over financial matters. As an appointed representative of The Openwork Partnership, Fiducia is one of the UK's leading financial advice outlets with a focus on personalized recommendations and professional service.
Role Description
This is a full-time role for an Investment Advisor at Fiducia Comprehensive Financial Planning Ltd. The role is primarily located in Newark on Trent but allows for some work from home flexibility. The Investment Advisor will be responsible for providing financial planning advice, developing investment strategies, managing finances, and delivering exceptional customer service. The servicing side of this role is a key component.
Qualifications
* Financial Planning and Investments skills
* Experience in developing Investment Strategies
* Finance and Customer Service skills
* Strong analytical and problem-solving abilities
* Excellent communication and interpersonal skills
* Ability to work independently and collaboratively
* Qualifications in Finance, Economics, Business, or related field
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