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Financial Services Advisor

2 months ago


Chelmsford, Essex, United Kingdom Financial Divisions Full time
Financial Advisor Role

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.
Requirements
  • 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.
What We Offer
  • 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.