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Financial Services Professional

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

To thrive in this role, you will need at least 2 years of experience as a paraplanner or Trainee Advising, along with a Level 4 Diploma. Strong knowledge of key financial planning areas, exceptional attention to detail, and outstanding communication skills are essential.

What We Offer

In return for your expertise and dedication, we offer a competitive salary, generous annual leave, pension contributions, professional development support, a varied client base, and a supportive and collaborative environment.