Employed Financial Adviser UK Wide

ARE YOU AN EXPERIENCED FINANCIAL PLANNER WHO'S LOOKING FOR A NEW CHALLENGE? ARE YOU LOOKING FOR AN ENVIRONMENT THAT CAN PROVIDE YOU WITH DEDICATED FIELD SUPPORT AND ACCESS TO HNW CLIENTS?

If you've answered 'yes' to any or all of the above, then you are EXACTLY who I am looking for!

Requirements

Responsibilities:

Provide Financial Planning support to clients

• Provide full holistic financial advice to a varied range of clients
• Support investment professionals to cultivate client relationships
• Skills
• Understanding complex information - Analysing financial data
• Team building - Collaboration

Consistency - Proficiency

Professionalism - Adaptability

• Research and analysis - Client confidentiality
• Listening and communication - Record keeping

Diploma in Financial Advice

Some Industry Sales experience

• Strong understanding of the investment business
• Excellent interpersonal skills

Qualifications:

Diploma in Financial Advice

Some Industry Sales experience

• Strong understanding of the investment business
• Excellent interpersonal skills

Benefits

Full Administration Service

Full Paraplanning Support

• Development support to achieve Chartered status