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Experienced Financial Advisor Wanted
2 months ago
About the Role:
We are seeking an experienced and enthusiastic qualified Independent Financial Adviser to join our client's existing team. As a key member of the team, you will be responsible for providing expert financial planning advice to clients and helping them achieve their financial goals.
About the Client:
Our client is a well-established financial services company that prioritizes building long-term relationships with clients by tailoring financial solutions to meet individual needs. They offer a full range of financial planning solutions, ensuring clients receive the best appropriate advice.
Key Responsibilities:
- Provide expert financial planning advice to clients and help them achieve their financial goals.
- Develop and maintain professional connections through networking and business development activities.
- Work closely with the existing team to deliver high-quality financial planning services to clients.
- Stay up-to-date with industry developments and regulatory changes to ensure compliance and best practice.
Requirements:
- Diploma qualified Financial Adviser with a minimum of 3 years' experience in investments and pensions.
- Confident communicator with strong understanding of risk, asset allocation, and portfolio construction.
- Proactive, dedicated, and self-motivated with ability to generate new business and maintain relationships.
- Comprehensive understanding of investments and pensions, including IHT, Income Tax, CGT, Annual/Tapered Allowance, carry forward, LSA, and LSDBA.
Benefits:
- Workplace pension (Aviva)
- Healthcare (Westfield)
- Generous holiday entitlement
- Inclusive culture promoting employee wellbeing and engagement
- Full administration and paraplanning support with leading back-office software
About Us:
Get Staffed Online Recruitment is a leading recruitment agency specializing in financial services and professional roles. We are committed to providing exceptional service and supporting our clients in finding the best talent for their businesses.
