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Financial Planner
2 months ago
We are seeking a talented Financial Advisor to join our highly regarded firm. As a Financial Advisor, you will be responsible for providing expert financial advice to clients, helping them achieve their financial goals.
Key Responsibilities:
- Meet with clients to discuss their financial goals and provide personalized advice.
- Recommend and implement financial solutions to help clients achieve their goals.
- Conduct regular reviews to ensure clients are on track to meet their objectives.
- Build and grow your business to achieve your goals.
Requirements:
- Level 4 DipFA or CII Diploma qualified or equivalent.
- Strong communication and interpersonal skills.
- Some experience in financial services is preferred.
Benefits:
- Access to a client database of 8,000 with opportunities for intergenerational wealth.
- Nationwide opportunities with offices in Cheshunt and the ability to work remotely.
- Competitive commission split of 80% on self-generated business and 45% on firm-generated business.
- Flexible working hours and no targets.
- A supportive team with regular meetings to discuss progress and feedback.
If you are passionate about providing financial advice and are looking for a challenging and rewarding role, we encourage you to apply.
