Financial Advisor

Description:

Are you ready to elevate your career with a distinguished and expanding financial advisory firm? For over 30 years, this firm has been dedicated to helping clients reach their financial aspirations and is now seeking passionate Financial Advisors to become part of their success story.

This company specialises in providing tailored, one-on-one financial guidance that fits their client's schedules. With a collective century of expertise in the financial sector, our team is committed to creating clear and actionable financial plans that help clients meet their goals efficiently and cost-effectively.

The Role:

• Identify and assess the financial needs of both new and existing clients
• Deliver comprehensive advice that aligns with clients' financial objectives
• Communicate recommendations and solutions clearly
• Collaborate with the paraplanning team to create customised financial strategies
• Ensure compliance with regulatory standards
• Develop new business opportunities in the Life, Investment, and Pensions sectors

The Candidate:

• Minimum of 2 years experience in a similar role
• QFA qualification
• In-depth knowledge of Life, Pensions, and Investment products