Experienced Financial Advisor

1 week ago


Henley on Thames, Oxfordshire, United Kingdom Reed Full time
Job Description

Company Overview

Reed is a leading recruitment agency that connects talented professionals with top employers across various industries.

Job Summary

We are seeking a highly skilled Financial Advisor to join our team. As a Financial Advisor, you will be responsible for providing comprehensive financial planning and advice services to new and existing clients.

Key Responsibilities

  • Manage and attend client meetings to advise on investments, pensions, and protection, as well as tax efficiency.
  • Write up post-meeting file notes and collate relevant documentation for Technical Support.
  • Update meeting information onto systems for record keeping and report writing.
  • Collate client information for financial needs analysis and assess attitude to risk.
  • Provide advice suitable and understandable to clients.

Requirements

  • Minimum 5 years' experience in the Financial Services Industry.
  • Diploma and working towards Chartered status with the CII or equivalent governing bodies.
  • In-date SPS from CII or equivalent governing bodies.

What We Offer

As a Financial Advisor at Reed, you will have the opportunity to work with a talented team and contribute to the success of our clients. We offer a competitive salary and benefits package, as well as opportunities for professional growth and development.



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