Experienced Financial Advisor
1 week ago
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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