Financial Services Professional

1 month ago


Droitwich Spa, United Kingdom Hewett Recruitment Full time
Financial Advisor Opportunity

A leading Financial Services business is seeking an experienced Independent Financial Advisor to join their team. As a key member of the team, you will provide exceptional financial planning services to new and existing customers, understanding their needs and demands, and offering tailored pension and investment advice.

Key Responsibilities:
  • Provide pension and retirement planning advice that meets the Consumer Duty requirements.
  • Offer whole of market investment strategies to deliver good customer outcomes.
  • Provide insurance options to complement and protect clients' financial planning strategies.
  • Conduct face-to-face client meetings for new business and portfolio reviews.
  • Stay up-to-date with market trends and sectors to make informed recommendations.
Requirements:
  • At least 2 years' experience in an advisory role.
  • Qualifications to advise on pensions and investments (CII DipPFS or equivalent).
  • Strong customer relationship-building skills.
  • Ability to research options, present recommendations, and deliver fact-find meetings.
  • Flexible attitude to work.
  • Access to a vehicle.

Benefits:

  • 35 hours per week.
  • £60,000 + on-target earnings.
  • Based in Droitwich.


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