Independent Financial Adviser
Fareham or Dorchester or Chiswick (W. London)
Hybrid or Office Based
OTE £80,000+
An award-winning Chartered Independent Financial Planning firm is looking to appoint a financial adviser or IFA. They have been trading for over 20 years and have an excellent reputation, providing holistic advice to a wide range of personal and corporate clients.
The role can be office-based, hybrid, or remote, and involves working closely with clients to understand their financial situations and provide tailored advice to meet their needs.
Responsibilities:
1. Provide independent financial advice to clients.
2. Develop and maintain client relationships.
3. Conduct financial assessments and create tailored financial plans.
4. Stay updated on financial regulations and market trends.
Qualifications:
1. Relevant financial qualifications (e.g., Level 4 Diploma in Financial Advice).
2. Experience in financial advising or similar roles.
3. Strong communication and interpersonal skills.
If you are a motivated financial adviser looking to work in a supportive environment with a focus on client satisfaction, we would love to hear from you.
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