Are you a financial adviser who wants to make a difference in peoples lives? Do you want to join a progressive and client-focused firm that values your expertise and supports your growth? If so, we have just the firm for you.
My client is one of the UKs leading independent wealth management firms looking to add to their team of advisors.As well as being part of a great organisation, they offer home-based or remote working within a defined territory.Complete back office support and lead generation to go along a client led proposition.
As an independent financial adviser you will be following their advise steps to build long term relationships with the key objective of delivering excellent client outcomes.This includes regular review of your clients changing needs and circumstances and keeping them up to date with new products, legislation, etc.
Requirements:
1. Diploma in Regulated Financial Planning with CAS certification
2. Excellent communication and relationship building skills
3. Minimum of 2 years experience in providing financial advice, preferabl...