Financial Consultant
7 days ago
We are seeking an experienced and qualified Financial Adviser to join our team at Lime People Search & Select Ltd. As a leading firm in the sector, we specialize in offering Independent Financial Advice to both Corporate and Individual clients.
The ideal candidate will have a minimum of 2-5 years of experience working in a Regulated Financial Advisory position, preferably with an IFA firm. They must be fully qualified to provide advice to clients in a fully regulated environment, holding a Full Certificate in Financial Planning or Diploma Qualified FPC, CII Diploma, etc.
The successful candidate will be responsible for working with clients to provide Independent Financial Advice on a range of Investment-based products, including Financial Planning Advice and Risk Management. They will deal with both Corporate and Individual clients, with a focus on face-to-face contact with High Net Worth clients in excess of £250,000 in value.
We are looking for someone who can bring a strong work ethic, excellent communication skills, and a passion for delivering exceptional client service. If you have a proven track record of success in a similar role and are looking for a new challenge, we encourage you to apply.
Key Responsibilities:
- Provide Independent Financial Advice to clients on a range of Investment-based products
- Work with clients to develop and implement Financial Plans
- Manage client relationships and provide ongoing support
- Meet and exceed sales targets
Requirements:
- Minimum 2-5 years of experience in a Regulated Financial Advisory position
- Full qualification in Financial Planning or a related field
- Excellent communication and interpersonal skills
- Ability to work in a fast-paced environment and meet deadlines
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