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Financial Planner

4 months ago

Northwich Cheshire, United Kingdom Oakmere Wealth Management Full time

Life-Changing Financial Planner

Located in Northwich, CW8, Oakmere Wealth Management is an esteemed, multi-award-winning company who are looking for exceptional individuals to join our financial adviser team.

Location: Northwich, CW8

About us: At Oakmere Wealth Management, we're not just about financial transactions; we're about transforming lives through lasting relationships. Grounded in our core values of commitment, collaboration, trust, and aspiration, we're dedicated to empowering individuals to live their best lives, not just today, but for a lifetime.

Key Responsibilities:

  • Lasting Bonds: Cultivate genuine, long-term relationships with clients, grounded in trust and understanding. We're committed to journeying alongside our clients through every stage of life, adapting our support to meet their evolving needs and aspirations.
  • Transformation: Provide expert financial guidance with empathy and insight, addressing not just immediate concerns, but also long-term goals and dreams. From retirement planning to investment strategies, tax optimisation, risk management, and specialised financial planning, we're here to help our clients navigate life's financial complexities with confidence.
  • Futures: Offer comprehensive support and ongoing advice, ensuring our clients feel empowered to make informed decisions that shape their financial future. Whether it's planning for retirement, protecting assets, or achieving milestones, we're dedicated to helping our clients achieve their dreams and aspirations, one step at a time.

You Will Be:

  • Preferably completed or thinking to start the Level 4 Diploma in Regulated Financial Planning.
  • Proactive, energetic, and customer-centric approach with a strong focus on building long-term relationships.
  • Capability to engage successfully with new leads and clients in person and over the phone.
  • Ability to work efficiently towards targets and adhere to best practices within a collaborative team environment.
  • Strong communication, interpersonal, and problem-solving skills.

What We Offer:

  • Access to our award-winning Financial Adviser Academy. The Academy has helped over 1,300 individuals complete the Level 4 Diploma and Competent Advice Status since 2012.