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Chartered Financial Planner at Foresight Financial Planning
Company Description
Foresight Financial Planning was established in 1997 with the goal of genuinely putting our clients (and staff) interests at the heart of everything we do. Recognised by the Chartered Insurance Institute as adhering to gold standards of ethics and standards, the company continues to grow and is now seeking a like-minded financial adviser to join our Exeter team.
Role Description
You will be responsible for providing financial planning advice to clients on the full range of needs, but likely to be specialising in pensions and estate planning advice. Our services are sought after, and we benefit from regular referrals and recommendations from clients and professionals alike so you do not need to have your own clients, just a good level of technical knowledge and an ability to get on well with people and communicate complex planning clearly and simply.
This is a full-time on-site role for an Independent Financial Advisor in Exeter City Centre offices on an employed basis. You should hold a full clean driving license as your work will sometimes involve visiting some clients in their home outside the office. Although our integrated IT and Telephone systems support working from home, this role is primarily office based to enable the best integration of the team.
We have an experienced team of paraplanners and financial services administrators to support you in your role delivering high quality independent financial advice, as well as your professional development.
We offer a competitive salary and benefits include generous holiday entitlement and flexible working practices as well as a contributory pension scheme and comprehensive private medical insurance for you and your family.
Qualifications and Requirements
* Already hold the Diploma in Regulated Financial Planning, or equivalent
* Strong analytical and problem-solving skills
* Excellent communication and interpersonal skills
Seniority Level
* Entry level
Employment Type
* Full-time
Job Function
* Finance and Sales
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