Independent Financial Adviser

1 week ago


Huddersfield, Kirklees, United Kingdom Slaiyburn Financial Services Ltd Full time

About us
We are professional, agile and professional.

Our work environment includes:

  • Modern office setting
  • Food provided

Job Overview:

Duties:

  • Offer financial planning services to clients, including investment advice, retirement planning, and risk management strategies.
  • Analyse clients' financial situations and develop customised financial plans to meet their goals.
  • Monitor clients' investments and provide regular updates on performance.
  • Educate clients on various financial products and services available to them.
  • Stay uptodate with market trends, regulations, and best practices in the financial services industry.
  • Build and maintain strong relationships with clients to ensure their longterm financial success.

Qualifications:

  • Proven experience working in financial planning or related financial services roles.
  • Hold relevant qualifications such as a degree in Finance, Economics, or a related field.
  • Possess strong analytical skills and attention to detail.
  • Excellent communication and interpersonal abilities.
  • Ability to work independently and as part of a team effectively.

Benefits:

  • Competitive salary package
  • Opportunities for career advancement
  • Ongoing training and professional development
  • Pension scheme
  • Health insurance coverages

Job Type:
Freelance

Pay:
From £25,000.00 per year

Schedule:

  • Holidays
  • Monday to Friday

Supplemental pay types:

  • Commission pay

Work Location:
Hybrid remote in Huddersfield

Expected start date: 01/07/2024

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