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Financial Planner
2 months ago
CleverHR is seeking a highly skilled and experienced Financial Adviser to join our team in Bangor. As a Financial Adviser, you will be responsible for providing comprehensive and holistic advice to clients, helping them achieve their financial goals and objectives.
About the Role
We are looking for a professional and ambitious Adviser with a track record of building successful and long-term relationships with clients. You will be responsible for providing financial planning, wealth creation, and tax mitigation strategies to private and corporate clients.
Key Responsibilities
- Provide financial planning and advice to clients, meeting their financial goals and objectives.
- Undertake regular professional development to ensure clients receive up-to-date and appropriate advice.
- Act in a compliant manner and deliver an outstanding level of customer service while adhering to FCA rules and regulations.
- Service the needs of existing clients while creating new opportunities via networking and referrals.
- Meet planned business targets in line with business standards, ensuring all client data, business transactions, and information are recorded in a timely manner.
About You
- Experienced Level 4 Diploma qualified, with a client bank.
- CAS held in the last 2 years.
- Minimum of 2 years face-to-face holistic financial advice experience.
- Ability to build long-term relationships with clients.
- Excellent knowledge of all areas of financial planning (including investments, pensions, protection, retirement options, and tax planning).
- Be prepared to undergo further study/training where appropriate.
- Hardworking, enthusiastic, confident, and articulate.
- Committed to delivering an excellent service.
What We Offer
CleverHR offers a competitive salary and benefits package, as well as opportunities for professional development and growth. If you are a motivated and experienced Financial Adviser looking for a new challenge, please apply today.
