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Investment Consultant

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Doncaster, Doncaster, United Kingdom Lime People Search & Select Ltd Full time

Company Overview: Lime People Search & Select Ltd is a reputable Independent Financial Advisory firm dedicated to delivering tailored financial solutions.

Position Summary: We are currently in search of a qualified and experienced Financial Consultant who possesses the expertise to provide insightful guidance on investment strategies, retirement planning, and tax optimization.

Key Responsibilities:

  • Deliver comprehensive financial advice to a diverse clientele, including individuals and corporate entities.
  • Assess client needs and recommend appropriate financial products and services.
  • Engage in both remote consultations and in-person meetings to foster strong client relationships.

Work Environment: This role offers a flexible working arrangement, allowing for a combination of remote and on-site interactions.

Benefits: The position comes with attractive benefits and a supportive work culture that values work-life balance.