Self-employed Financial Adviser

7 months ago


Burnley, United Kingdom The Oakfield Group Full time

Self employed Financial planner.

Client Bank provided.

Duties:

- Offer comprehensive financial advice and guidance to clients
- Develop personalised financial plans based on clients' goals and risk tolerance
- Provide recommendations on investments, pensions, mortgages, and insurance products
- Monitor clients' financial situations regularly and adjust plans as needed
- Stay up-to-date with financial trends, regulations, and market conditions
- Conduct in-depth financial analysis and research for clients
- Assist clients in understanding complex financial concepts

Experience:

- Proven experience working in the financial services industry
- Strong knowledge of financial planning strategies and products
- Excellent communication skills with the ability to explain complex financial information clearly
- Ability to build and maintain strong client relationships
- Proficiency in financial software and tools
- Join us as a Financial Advisor to help individuals and businesses achieve their financial goals through expert advice and tailored planning services.

**Job Types**: Full-time, Permanent

**Benefits**:

- Work from home

Schedule:

- Monday to Friday

Supplemental pay types:

- Commission pay

Licence/Certification:

- Diploma qualification in Financial advice. (required)

Work authorisation:

- United Kingdom (required)

Work Location: Hybrid remote in Burnley


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