Financial Planner
2 months ago
We are seeking a highly skilled and ambitious Financial Advisor to join our team at CleverHR. As a Self-Employed Financial Advisor, you will be responsible for providing comprehensive financial planning services to our clients, including holistic financial planning, wealth creation, optimization, and protection.
About the Role
- Develop and maintain long-term relationships with clients, providing tailored financial solutions to meet their goals and objectives.
- Conduct regular financial reviews and provide expert advice on investment, pension, and protection strategies.
- Stay up-to-date with industry developments and regulatory changes, ensuring compliance with FCA rules and regulations.
- Collaborate with our team to identify new business opportunities and expand our client base.
- Deliver exceptional customer service, ensuring client satisfaction and loyalty.
Requirements
- Level 4 Diploma in Financial Planning or equivalent qualification.
- Chartered status or close to it.
- Minimum 2 years of experience in face-to-face holistic financial advice.
- Excellent knowledge of financial planning, including investments, pensions, protection, and tax planning.
- Strong communication and interpersonal skills, with the ability to build long-term relationships with clients.
- Ability to work independently and as part of a team.
What We Offer
- A competitive financial support package.
- Opportunities for professional development and growth.
- A dynamic and supportive work environment.
- The chance to work with a well-established and successful Corporate Chartered Practice.
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