Junior Independent Financial Advisor
4 weeks ago
Ref:203
Role: Junior Independent Financial Advisor
Location: Wakefield
Hours: Monday - Friday
Salary dependent on experience
You will focus on pension, investment, and tax advice. You will provide expert, independent advice to clients on a case by case basis.
The role would also suit a newly qualified advisor looking for good career opportunities and to be able to progress within the role
- Talking to clients to determine their financial objectives and other information needed to develop a financial plan
- Answering client questions about financial plans and strategies and giving financial advice.
- Reviewing client accounts and plans on a regular basis to understand if life or economic changes, situational concerns, or financial performance necessitate changes in their plan.
- Implementing financial plans or referring clients to professionals who can help them.
- Managing and updating client portfolios.
- Contacting clients regularly to discover changes in their financial status.
About you:
- Be educated to Diploma level.
- Hold a Regulated Financial Planning qualification.
- Experience within the retirement and wealth management sector.
Glu Recruit LTD are an equal opportunities employer and are acting as a recruitment agent in the hiring of this role.
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