Financial Services Advisor

3 days ago


Hereford, Herefordshire, United Kingdom CITRUS CONNECT LTD Full time

CITRUS CONNECT LTD is a leading provider of financial planning services in the UK. We are seeking a Financial Services Advisor to join our team.

About the Role

This is an exciting opportunity to join our team as a Financial Services Advisor. As a key member of our team, you will be responsible for providing expert advice on financial planning and estate management to clients across the UK.

You will work closely with our team to deliver high-quality services and ensure that our clients' needs are met. In addition to your technical expertise, we value your ability to communicate complex information clearly and effectively to clients.

We estimate that the salary for this role will be around £60,000 - £75,000 per annum, depending on experience.

Responsibilities
  • Develop and implement effective financial planning strategies for clients;
  • Provide expert advice on investment products, pensions, and other financial instruments;
  • Work collaboratively with our team to deliver high-quality services;
  • Manage your own schedule and prioritize tasks effectively;

We offer a competitive salary and benefits package, including:

  • A generous annual salary;
  • A comprehensive benefits package;
  • Ongoing training and development opportunities;
  • A dynamic and supportive work environment;

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