Financial Adviser

2 weeks ago


Bradford, United Kingdom TL Dallas Independent Financial Services Ltd Full time

_TL Dallas Independent Financial Services Ltd is a well-established financial services company with 30 years industry experience. We are part of the TL Dallas Group and our team are based at the firm’s head office in Bradford._
- As part of our continued expansion, we currently have an exciting opportunity for a talented and experienced Financial Planner to join our team who will help us build on the exceptional financial planning services that we offer our clients._
- Key Responsibilities:_
- _Provide high-quality financial planning services to clients, spanning business protection needs, retirement planning, wealth management advice and investment planning._
- _Build and maintain long-term relationships with clients through excellent customer service, expert advice and a thorough understanding of their individual requirements and objectives._
- Requirements:_
- _Level 4 financial planning qualification essential._
- _Excellent interpersonal and communication skills._
- _Strong analytical and problem-solving skills._
- _Proven track record of building and maintaining relationships._
- _Ability to work independently and as part of a team._
- We offer a competitive salary package, excellent benefits, and a supportive and collaborative work environment. If you are a self-motivated Financial Planner looking for the right opportunity to grow your career, we would love to hear from you. _

**Salary**: £31,000.00-£50,000.00 per year

**Benefits**:

- Company events
- Company pension
- Life insurance
- On-site parking
- Private medical insurance

Schedule:

- Monday to Friday

Ability to commute/relocate:

- Bradford: reliably commute or plan to relocate before starting work (required)

**Experience**:

- Financial Adviser: 9 years (preferred)

Work Location: In person

Reference ID: Financial Adviser



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