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Independent Financial Advisor

3 months ago

StocktononTees, Stockton-on-Tees, United Kingdom Recruit UK | Certified B Corp™ Full time

Job Title:

Financial AdvisernIndustry:

Financial PlanningnLocation:

Stockton on TeesnSalary:
£50,000nJob Reference:

8983

Job Description:


Financial AdvisernRecruit UK are working on an excellent opportunity for a financial adviser to join a well-established, independent Financial Advice firm with offices in Stockton on Tees and across the UK.nThey provide independent financial planning and complete wealth management service to their clients, utilising access to a full panel of product providers and investment companies.

They work side-by-side with their clients as their trusted planner to understand their needs and individual circumstances. They adopt and apply highly disciplined client-focused management processes, with the goal of delivering an unparalleled service


They are looking for a Financial Planner to play a pivotal role in delivering high-quality, comprehensive financial planning and wealth management services to their clients.

This position involves working closely with clients to understand their financial objectives, providing bespoke financial advice, and developing long-term financial strategies that align with their goals.

The Financial Planner will also be responsible for implementing recommended financial solutions and conducting regular reviews to ensure the continued relevance and effectiveness of clients' financial plans.


Benefits:
Financial AdvisernSalary up to £50,000nBonus schemenPensionnDeath in Servicen25 days holidaynAdditional Employee Benefits

Skills and experience required:
Financial Advisern4 Diploma in Regulated Financial PlanningnFinancial Advice Experience