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Experienced Financial Advisor Wanted for Established Firm
2 months ago
We are seeking an experienced and skilled Financial Advisor to join our team at Pinstripe Personnel. As an Independent Financial Advisor, you will be responsible for providing holistic advice to a wide range of personal and corporate clients.
Key Responsibilities- Service an existing client base, built up over 40 years, to provide ongoing financial planning and advice.
- Work closely with clients to understand their financial goals and objectives, and develop tailored solutions to meet their needs.
- Collaborate with other professionals, such as accountants and solicitors, to provide comprehensive advice and support.
- Stay up-to-date with industry developments and changes in legislation to ensure clients receive the best possible advice.
- Proven experience as a Financial Advisor or IFA, with a strong track record of success.
- Excellent communication and interpersonal skills, with the ability to build strong relationships with clients.
- Strong analytical and problem-solving skills, with the ability to interpret complex financial data.
- Ability to work independently, with minimal supervision, and as part of a team.
We offer a competitive salary, plus benefits, and the opportunity to work with a well-established and reputable company. If you are a motivated and experienced Financial Advisor looking for a new challenge, please apply below.
