Financial Planning Specialist

2 days ago


Ottery St Mary, Devon, United Kingdom Cathedral Appointments | South West Recruitment Full time £65,000

Job Title: Financial Advisor

Job Type: Full-time

Company: Cathedral Appointments | South West Recruitment

About the Role:

We are seeking an experienced Financial Advisor to join our client's team on a full-time permanent basis. As a Financial Advisor, you will be responsible for delivering exceptional client service while adhering to regulatory requirements.

Key Responsibilities:

  • Provide personalized financial advice to clients
  • Conduct comprehensive financial analysis to identify opportunities and risks
  • Offer tailored financial recommendations to meet clients' goals and objectives
  • Monitor and review client portfolios to ensure alignment with their financial plans
  • Provide guidance on retirement planning and wealth management strategies

Requirements:

  • Minimum 5 years' experience as a Financial Advisor
  • Experience working with high net worth (HNW) UK private clients
  • Demonstrated track record of delivering financial planning and investment management services

What We Offer:

  • Competitive salary
  • Hybrid / flexible working arrangements
  • Access to a discretionary health cash plan
  • Life assurance scheme (3 x annual salary)
  • Employee assistance program
  • Employee discounts
  • Free onsite parking
  • Store discounts
  • Birthday as a day off
  • Enhanced pension contributions

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