Job Description
We are thrilled to have partnered with an award winning independent financial advice firm 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 £100,000 dependent on experience and qualifications
* Bonus scheme
* Active client bank ready to service
* Social opportunities throughout the year
* Exam funding and support
* Progression opportunities
* Generous annual leave allowance
What next?
Hit apply or contact Abi directly!