Independent Financial Advisor

3 weeks ago

Taunton, United Kingdom Hall 17 Limited ta Style Incorporated Full time

RoleDue to expansion demands we are looking for a qualified Financial Advisor to join to join and growing business is Taunton. This is a great opportunity to join a highly successful organisation, where you will be provided with full training on the job and the opportunity to gain industry recognized qualifications.My client offers bespoke high-quality advice on a wide range of financial services including retirement planning, investment planning, tax and estate planning and business advice.Responsibilities:Provide expert financial advice on pensions, investments, and wealth management.Build and nurture strong client relationships to help them achieve their financial goals.Conduct virtual consultations using the latest technology.Stay compliant with FCA regulations while delivering high-quality service.Proactively develop new business opportunities through enquiries, referrals, and lead generation.Meet client demands, keep them up to date with progress, and engendering trust and respect.Aligning all processes with client service agreements.Creating and maintaining compliant client files where all communication is documented correctly.Requirements:Successful candidates must have a full Diploma in Financial Planning Level 4.Must also have at least 12 months' experience a...

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