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Financial Advisor
4 months ago
Role purpose:
To work with people and/or businesses to identify their financial objectives and map out a financial plan to achieve them. The adviser will deliver exceptional client service to an established client bank as well as bringing new clients from networking sources to the business.
A full support team will be provided to ensure client appointments; meeting preparation and business submission are handled with the assistance of the Adviser.
Knowledge and experience:
- Level 4 qualified
- Competent Adviser Status (CAS)
- Previous advice experience required
- Use of Financial Analytics, Voyant and other software