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Financial Adviser

3 months ago

Bristol, United Kingdom One Financial Solutions Full time

Looking for a new challenge, feed up of no leads, sick of working on your own (or feeling like you are), the fun has gone out of the job? OFS is an organization that works with you to build and develop your business, embraces enterpunrial spirt, looks for ways to develop and support its most important asset the advisers whilst having some fun 2024 is a massive growth year for us and we are looking for a selective few people to join and help us take OFS to the next level, are you the right sort of person??? If you are reach out and come and have a chat - we are country wide. Please note you must have Financial Adviser Experience and be Level 4 Qualified we are looking for experienced people.



The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be be comfortable creating financial plans and cross checking work to ensure complete accuracy of information. 

 

Responsibilities

  • Provide financial planning support to clients
  • Support investment professionals to cultivate client relationships
  • Prepare financial plans and check their accuracy
  • Enterpunrial


Qualifications

  • Level 4 and CAS Status minimum
  • Strong understanding of the investment business
  • Excellent interpersonal skills
  • Woks well within a team environment