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Financial Advisory Specialist

2 months ago

Manchester, United Kingdom The Talent Crowd Full time
Position Overview

We are seeking a Financial Advisory Specialist to join our esteemed financial services organization. This role offers the flexibility of working 1-2 days per week in the office.

Compensation: £45-60k depending on experience.

As a key member of our team, you will leverage your expertise in financial planning to assist clients in navigating their financial journeys through expert guidance and innovative digital solutions.

Key Responsibilities:

  • Oversee a diverse portfolio of clients.
  • Provide exceptional financial planning and advisory services remotely.
  • Establish and nurture strong relationships with clients.
  • Conduct comprehensive research and prepare detailed suitability reports.

Qualifications Required:

  • Diploma in Regulated Financial Planning (Level 4).
  • Demonstrated experience in paraplanning and report generation.
  • In-depth knowledge of pensions, savings, investment strategies, and protection advice.

Why Consider This Opportunity?

  • Attractive salary and industry-leading benefits, including customizable options to suit your needs.
  • Flexible working arrangements to promote work-life balance.
  • Collaborate with a leading financial services firm.
  • Join a supportive and dynamic team that values internal growth and success.

If you are ready to elevate your career in financial planning, we encourage you to explore this opportunity further.