Financial Planning Specialist

6 days ago

Chester, Cheshire, United Kingdom CleverHR Full time
About the Role

CleverHR is seeking a highly skilled and ambitious Financial Adviser to join our team in Chester. As a key member of our Corporate Chartered Practice, you will be responsible for delivering comprehensive and holistic advice to HNW clients and Business Owners.

Key Responsibilities
  1. Provide expert financial planning to prospective and existing clients, meeting their financial goals and objectives.
  2. Stay up-to-date with the latest industry developments and ensure each client receives the most appropriate advice.
  3. Act in a compliant manner and deliver exceptional customer service while adhering to FCA rules and regulations.
  4. Build and maintain long-term relationships with clients, creating new opportunities through networking and referrals.
  5. Conduct regular client meetings and provide a consistent service to all levels of client.
  6. Meet business targets and ensure all client data, business transactions, and information are recorded in a timely manner.
About You
  1. Hold a Level 4 Diploma qualification and have a client bank.
  2. Have a current CAS and be close to achieving Chartered status.
  3. Have a minimum of 2 years' experience in face-to-face holistic financial advice.
  4. Be able to build strong relationships with clients and possess excellent knowledge of all areas of financial planning.
  5. Be willing to undergo further study and training as required.
  6. Be a hard worker, enthusiastic, confident, and articulate individual.
  7. Be committed to delivering an exceptional service.

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