Financial Planning Specialist

1 week ago


Bangor, United Kingdom CleverHR Full time
About the Role

CleverHR is seeking a highly skilled and experienced Financial Adviser to join our team in Bangor. As a key member of our team, you will be responsible for providing comprehensive and holistic financial advice to clients, helping them achieve their financial goals and objectives.

Key Responsibilities
  1. Deliver high-quality financial planning services to clients, including investment, pension, and protection advice.
  2. Build and maintain long-term relationships with clients, providing exceptional customer service and ensuring their financial needs are met.
  3. Stay up-to-date with industry developments and best practices, ensuring you provide the most effective and efficient advice to clients.
  4. Meet business targets and objectives, ensuring all client data and business transactions are recorded accurately and in a timely manner.
About You
  1. You hold a Level 4 Diploma in Financial Planning and have a proven track record of delivering high-quality financial advice to clients.
  2. You have a strong understanding of all areas of financial planning, including investments, pensions, protection, and tax planning.
  3. You are able to build long-term relationships with clients and provide exceptional customer service.
  4. You are committed to ongoing professional development and staying up-to-date with industry developments.

This is an excellent opportunity for a motivated and ambitious Financial Adviser to join our team and contribute to the success of CleverHR. If you are passionate about delivering high-quality financial advice and building long-term relationships with clients, we would love to hear from you.



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