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Financial Services Advisor
2 months ago
We are seeking a skilled and passionate individual to join our team as a Financial Advisor. This role provides a unique opportunity to collaborate closely with seasoned professionals in a vibrant and client-centric environment.
Key Responsibilities- Collaborate with advisers to craft recommendations and conduct thorough research and analysis of products and providers.
- Conduct annual reviews for valued clients and maintain meticulous records.
- Review contracts and continually explore investment funds.
- At least 2 years plus experience as a paraplanner or Trainee Advising.
- Level 4 Diploma in a relevant field.
- Strong knowledge of key financial planning areas and exceptional attention to detail.
- Outstanding communication skills and proficiency in MS Office, particularly Excel.
- Competitive salary.
- Generous annual leave.
- Pension contributions.
- Professional development support.
- A varied client base and a supportive and collaborative environment.
This is an exciting opportunity for a motivated and ambitious individual to take the next step in their financial planning career. If you are passionate about delivering exceptional client service and have a strong desire to succeed, we encourage you to apply.